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Do you’re taking satisfaction as a monetary advisor by providing distinctive service and delivering a definite strategy that units you aside from the gang? Is your present RIA/IBD agency falling quick in serving to you ship on that imaginative and prescient?
Be a part of us to find how United Planners’ (UP’s) distinctive, unmatched tradition and advisor-owned construction interprets into an excellent expertise for each you and your shoppers.
Sheila Cuffari-Agasi (EVP, CRO) and Billy Oliverio (EVP, CMO), Normal Companions at United Planners, will talk about how UP’s partnership mannequin fosters loyalty and shared imaginative and prescient. They may share insights from their “Kick-Ass Tradition” initiative and talk about UP’s core cultural components: advisors as companions, passionate care, and robust relationships.
You will additionally get the within scoop on UP’s “Shindig,” our bi-annual worker retreat, and its influence on workforce constructing and morale.
What you’ll be taught on this webinar:
>How United Planners’ distinctive partnership construction empowers advisors.
>The core values that outline United Planners’ “Kick-Ass Tradition.”
>What differentiates us from different impartial broker-dealers.
>The culture-driven service benefit.
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Audio system:
Scott Ferguson | Suppose Advisor Contributor | ALM
Scott Ferguson is the Director of Customized and Advertising and marketing Content material for Suppose Advisor’s mum or dad firm, ALM. Earlier than becoming a member of ALM in 2021, Ferguson held quite a few editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He began his profession as workers author at each the Herald Information and the Asbury Park Press.
Sheila Cuffari-Agasi | EVP, CRO | United Planners
Sheila oversees United Planners’ gross sales, transition, and promoting groups whereas driving particular tasks and demanding initiatives throughout the group. A seasoned skilled with a profession in monetary providers courting again to 1993, Sheila joined United Planners in 2006. She holds Sequence 7, 24, 63, 66 licenses, life and well being licenses, and an AIF designation. Exterior of labor, Sheila enjoys mountaineering, volleyball, softball, and high quality time together with her household.
Billy Oliverio | EVP, CMO | United Planners
Billy has been a frontrunner in companies of all sizes, driving advanced tasks and mission unattainable sorts of duties for over 30 years. He’s been Chief Investigator of Enforcement for the Arizona Securities Division and managed white collar crime investigations. He’s been Chief Compliance Officer and handled all points of compliance, supervision, and threat administration. He’s an honors graduate of Arizona State College and a self-proclaimed comic. His private life is stuffed with countless power and leisure together with his first and solely spouse Conni, and their two boys, Diego and Dante.
Register Now!
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United Planners is an SEC Registered Funding Advisor and Member FINRA/SIPC