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United Planners Named Finalist in 4 Categories!

  United Planners is a finalist in 4 categories for the Wealth Management Industry Awards 2024 Chief Executive Officer of the Year! – Michael A. Baker Digital Marketing Campaign of the Year – Yes, It’s True Campaign Practice Management – LEAPS Program Corporate Social Responsibility – ReachUP Click to read more

How to Create a Kick-Ass Culture

From defining mission to fostering transparency and celebrating success, Sheila Cuffari-Agasi shares how to create a workplace where teamwork thrives and clients rave.

Technology: Standing in the Gap

  Aaron Spradlin, CIO at United Planners, explores tech philosophy prioritizing advisor independence and customer service.

Unlocking Advisor Loyalty

Mike Baker shares United Planners’ innovative approach to client services, leveraging cutting-edge technology and personalized solutions tailored to individual needs.


Do you struggle with getting in front of new prospects? Building relationships with your current client base? Coming up with fresh marketing ideas? START THINKING OUT OF THE BOX!