In a monetary panorama that’s continually in flux, who you select to affiliate with is essential to your skill to serve purchasers, your method. You turned a monetary advisor to make an impression — to information purchasers by life’s greatest selections, construct belief that lasts for many years, and makes a distinction.
That’s why choosing the proper companion isn’t nearly merchandise or payouts. It’s about tradition — the type that reveals 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 crew 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 reveals UP in moments of problem and development. How their tradition makes all of the distinction for advisors who put their purchasers first and wish extra than simply one other broker-dealer.
Be a part of us to study:
- How culture-driven loyalty and care immediately impression advisor and shopper experiences
- Why having full assist, from management to back-office, means that you can present the best degree of service to your purchasers
- Actual tales of how UP’s tradition shines in each private {and professional} challenges
- How an advisor-owned construction and people-first strategy interprets into lasting worth for you and our purchasers
Audio system:
Scott Ferguson | ThinkAdvisor Contributor | Touchpoint Markets
Scott Ferguson is the Director of Customized and Advertising and marketing Content material for ThinkAdvisor’s father or mother 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 significant initiatives throughout the group. A seasoned skilled with a profession in monetary companies 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 mountaineering, volleyball, softball, and high quality time along with her household.
Billy Oliverio | EVP, CMO | United Planners
Billy has been a pacesetter in corporations of all sizes, driving advanced initiatives and mission unattainable forms 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 danger administration. He’s an honors graduate of Arizona State College and a self-proclaimed comic. His private life is stuffed with limitless power and leisure along with his first and solely spouse Conni, and their two boys, Diego and Dante.
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