News and Research

  • 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 Financial-Planning.com, and its financial advisors for their dedication to their clients while charitably giving back to the community.