United Planners Keeps Service Standards High and in Demand


Ten seconds is a number nearly unheard of in the financial services industry, but that’s the average amount of time it takes United Planners to answer their advisor-only dedicated number, says CIO Aaron Spradlin.  No wait times is just one of the many ways they measure advisory experience success.  But there’s also the user experience.  Technology is a vital part of United Planners service platforms that brings both advisor and the user experience full circle.  But at the end of the day, when an advisor needs a quick answer to solve a simple question, paperwork, people and process go father than fancy new technology.  Like answering the phone.