Unlocking Advisor Loyalty
Mike Baker shares United Planners’ innovative approach to client services, leveraging cutting-edge technology and personalized solutions tailored to individual needs.
Mike Baker shares United Planners’ innovative approach to client services, leveraging cutting-edge technology and personalized solutions tailored to individual needs.
From defining mission to fostering transparency and celebrating success, Sheila Cuffari-Agasi shares how to create a workplace where teamwork thrives and clients rave.
Aaron Spradlin, CIO at United Planners, explores tech philosophy prioritizing advisor independence and customer service.
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.
Aaron Spradlin joined the Blue Team Warrior podcast on LinkedIN