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Aaron Spradlin, CIO at United Planners, explores tech philosophy prioritizing advisor independence and customer service.

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How to Create a Kick-Ass Culture

From defining mission to fostering transparency and celebrating success, Sheila Cuffari-Agasi shares how to create a workplace where teamwork thrives and clients rave.

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Unlocking Advisor Loyalty

Mike Baker shares United Planners' innovative approach to client services, leveraging cutting-edge technology and personalized solutions tailored to individual needs.

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Shannon Rosic, Director of WealthStack Content & Solutions

Discusses how advisor independence, customer service and technology solutions aid in building a powerhouse of productivity, positivity and passion.

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