In a monetary panorama that’s consistently in flux, who you select to affiliate with is crucial to your skill to serve shoppers, your manner. You turned a monetary advisor to make an influence — to information shoppers by means of life’s largest choices, construct belief that lasts for many years, and makes a distinction.
That’s why selecting the best accomplice isn’t nearly merchandise or payouts. It’s about tradition — the type that exhibits up when it issues most.
Be a part of United Planners’ (UP) executives Sheila Cuffari-Agasi (EVP, CRO) and Billy Oliverio (EVP, CMO) for an unique have a look at how their staff has remodeled “tradition” from a buzzword into one thing actual and private for advisors.
From life’s hardest moments to the day-to-day work, you’ll hear firsthand accounts of how UP steps UP for his or her advisors. How their tradition exhibits UP in moments of problem and development. How their tradition makes all of the distinction for advisors who put their shoppers first and wish extra than simply one other broker-dealer.
Be a part of us to study:
- How culture-driven loyalty and care immediately influence advisor and shopper experiences
- Why having full assist, from management to back-office, permits you to present the very best stage of service to your shoppers
- Actual tales of how UP’s tradition shines in each private {and professional} challenges
- How an advisor-owned construction and people-first method interprets into lasting worth for you and our shoppers
Audio system:
Scott Ferguson | ThinkAdvisor Contributor | Touchpoint Markets
Scott Ferguson is the Director of Customized and Advertising and marketing Content material for ThinkAdvisor’s guardian firm, Touchpoint Markets. Earlier than becoming a member of Touchpoint Markets, Ferguson held quite a few editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He began his profession as employees 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 important initiatives throughout the group. A seasoned skilled with a profession in monetary companies relationship 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 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 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 limitless vitality and leisure along with his first and solely spouse Conni, and their two boys, Diego and Dante.
Register Now!
United Planners is an SEC Registered Funding Advisor and Member FINRA/SIPC
