At Preferred Partners, we know that you've worked hard over the years to build a successful business founded on longstanding relationships with your clients. We've developed robust solutions that accommodate all aspects of succession planning and ensure that your family and valued clients have continuity of service. We create the environment that you need to build your practice! Through regularly scheduled workshops and entertaining branch events, you’ll have an opportunity to sharpen your skills and network with other like-minded financial professionals. We help our advisors with the approval of new accounts, the approval of advertising, order execution and in reviewing customer orders. Preferred Partners teams up with over 100 registered representatives nationwide, providing them with the 5-star concierge-level service/support, financial planning and brokerage capabilities, practice management and marketing expertise, time-saving technology, proven advisory platform, and complete range of financial products they need to achieve true independence, exceed the expectations of their clients and succeed personally and professionally. Let our transition concierge confidently port your business to more fertile ground with minimal disruption to your practice. Being in the field alongside of you, our understanding of the decision making process, superior preparation and execution far surpass that of the career recruiter.