News and Research

  • 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

  • Unlocking Advisor Loyalty

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

  • 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.

  • United Planners Celebrates Success!

    At the United Planners 2023 Connect National Conference, there were many accomplishments to celebrate: winning Top Workplaces award, ranking in the top 10 of wealth management firms across the country in multiple categories by, and its financial advisors for their dedication to their clients while charitably giving back to the community.