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Do you are taking delight 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 quick 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 purchasers.
Sheila Cuffari-Agasi (EVP, CRO) and Billy Oliverio (EVP, CMO), Common Companions at United Planners, will talk about how UP’s partnership mannequin fosters loyalty and shared imaginative and prescient. They are going to 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 may additionally get the within scoop on UP’s “Shindig,” our bi-annual worker retreat, and its affect on group 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 | Assume Advisor Contributor | ALM
Scott Ferguson is the Director of Customized and Advertising Content material for Assume 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 initiatives and important 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 mountain climbing, 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 initiatives and mission inconceivable 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 danger administration. He’s an honors graduate of Arizona State College and a self-proclaimed comic. His private life is filled with limitless 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
