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Do you are taking satisfaction as a monetary advisor by providing distinctive service and delivering a definite strategy that units you other than the gang? Is your present RIA/IBD agency falling brief in serving to you ship on that imaginative and prescient?
Be part of us to find how United Planners’ (UP’s) distinctive, unmatched tradition and advisor-owned construction interprets into an impressive expertise for each you and your shoppers.
Sheila Cuffari-Agasi (EVP, CRO) and Billy Oliverio (EVP, CMO), Basic 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 parts: 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 affect on staff constructing and morale.
What you’ll study 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 unbiased 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 Content material for Suppose Advisor’s dad or mum 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 initiatives 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 Collection 7, 24, 63, 66 licenses, life and well being licenses, and an AIF designation. Exterior of labor, Sheila enjoys climbing, volleyball, softball, and high quality time together with her household.
Billy Oliverio | EVP, CMO | United Planners
Billy has been a frontrunner in corporations of all sizes, driving advanced initiatives and mission not possible varieties 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 facets of compliance, supervision, and threat administration. He’s an honors graduate of Arizona State College and a self-proclaimed comic. His private life is filled with countless vitality and leisure along 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
