Why We Work by Referral
You Control Our Business
We know that we must earn your future referrals, so we aim to exceed your expectations. We have a vested interest in making sure you are completely satisfied throughout our relations ship together. We want you to be so “fired up” that you can’t wait to tell your friends and family about us and the fantastic service you received!
Working by referral is all about trust. And let’s face it, when we are seeking any service we are all looking for someone we can trust - someone proven who comes highly recommended and is already on our side.
We want you to know how much we appreciate you. We strive to build positive business relationships by working exclusively with people we admire and respect, and who value the services we provide.
Relationships Are More Important Than Transactions
You may have noticed that many financial advisors take a transactional approach to sales, identifying clients, closing the deal, and then moving on to the next one. We choose not to work that way because we believe you deserve more from the professional you decide to work with. That is why we work by referral. And since our primary source of new business is referrals from people who know and trust us, we don’t have to spend precious time prospecting and promoting ourselves. We can dedicate ourselves fully to the activities that benefit you most, and always deliver truly exceptional service.
VIP Customer Service
Your VIP client experience is our number one concern. We deal with successful people at or near retirement. In appreciation for your service to society and all of the time and effort you put into your career, we want to help you reap the rewards with a well-deserved, confident retirement. Once you become a client with Premier, we consider you part of our family. We take care of our families and offer a wide array of services all designed with the goal to help you have financial independence in your retirement years, and beyond.