Welcome to Premier Desk, a VIP destination exclusively for our top-performing advisors. As a member, you gain access to exclusive perks and personalized services from our dedicated support team, designed to help increase your efficiency and maximize your productivity.
Special Perks & Services
As a top performing advisor, you have access to the following:
Expedited Services
Pressed for time? Skip the queue and request expedited services such as a new account openings and maintenance requests.
Dedicated Concierge
Dedicated contact for one-on-one guidance through new processes and procedures.
Milestone Client Gifts
Line of credit for customized gifts to clients who hit life milestones such as retirement, birthdays, graduations, etc.
Client Gift Options
Browse the selection of client gift options below. Contact the Premier Desk to get started and we’ll handle the rest!