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Do you take pride as a financial advisor by offering exceptional service and delivering a distinct approach that sets you apart from the crowd? Is your current RIA/IBD firm falling short in helping you deliver on that vision?
Join us to discover how United Planners’ (UP’s) unique, unmatched culture and advisor-owned structure translates into an outstanding experience for both you and your clients.
Sheila Cuffari-Agasi (EVP, CRO) and Billy Oliverio (EVP, CMO), General Partners at United Planners, will discuss how UP’s partnership model fosters loyalty and shared vision. They will share insights from their “Kick-Ass Culture” initiative and discuss UP’s core cultural elements: advisors as partners, passionate care, and strong relationships.
You’ll also get the inside scoop on UP’s “Shindig,” our bi-annual employee retreat, and its impact on team building and morale.
What you’ll learn in this webinar:
>How United Planners’ unique partnership structure empowers advisors.
>The core values that define United Planners’ “Kick-Ass Culture.”
>What differentiates us from other independent broker-dealers.
>The culture-driven service advantage.
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Speakers:
Scott Ferguson | Think Advisor Contributor | ALM
Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor’s parent company, ALM. Before joining ALM in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
Sheila Cuffari-Agasi | EVP, CRO | United Planners
Sheila oversees United Planners’ sales, transition, and advertising teams while driving special projects and critical initiatives across the organization. A seasoned professional with a career in financial services dating back to 1993, Sheila joined United Planners in 2006. She holds Series 7, 24, 63, 66 licenses, life and health licenses, and an AIF designation. Outside of work, Sheila enjoys hiking, volleyball, softball, and quality time with her family.
Billy Oliverio | EVP, CMO | United Planners
Billy has been a leader in firms of all sizes, driving complex projects and mission impossible types of tasks 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 dealt with all aspects of compliance, supervision, and risk management. He is an honors graduate of Arizona State University and a self-proclaimed comedian. His personal life is full of endless energy and entertainment with his first and only wife Conni, and their two boys, Diego and Dante.
Register Now!
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United Planners is an SEC Registered Investment Advisor and Member FINRA/SIPC
