Partnering for Success and Compliance at United Planners [Video]

Strategic Partnerships and Alliances

Post author By Curator
Post date June 25, 2024

United Planners’ collaborative culture aids advisors in serving clients while ensuring compliance issues are met.

Jun 24, 2024

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Michelle Bergmann, a first-line supervisor at United Planners, shares how the firm’s partnership philosophy enhances advisor success. Recruiting top-tier advisors assures clients that the company is committed to their interests and fosters a collective and respectful environment.