Capital Advisory Group's Brett Machtig says finding a team to compliment each other's skills is key to success. Source link

Sponsored by Councilor Alan Stephenson has been with United Planners for over two decades. His answer to the reason: “Family.” When he was diagnosed with an aggressive form of cancer, he underwent treatment while still trying to run his business. He says the extra support from colleagues and United Planners calmed him down and helped…

At the United Planners Connect 24 conference, the main focus was on managing change and fostering advisor independence. Source link

Sponsored by Billy Oliverio, executive vice president and CMO at United Planners shares why his favorite hot topic is behavioral finance and why it's a game changer for the advisor-client relationship. As he explains, Dr. Daniel Crosby, chief behavioral officer at Orion, pioneered BeFi20, a tool that helps advisors be more intentional about how they…

Sponsored by Thane Walton, assistant vice president, practice management and retirement services at United Planners, explains what tools are needed for successful practice management and where United Planners can help navigate these current hot topics:Networking study groups: Online study groups Women in finance Succession planning Source link

Sponsored by Michelle Bergmann, a front-line supervisor at United Planners, shares how the firm's partnership philosophy enhances adviser success. Recruiting top-level advisors assures clients that the company is committed to their interests and fosters a collaborative and respectful environment. Source link

Bradshaw Rogers Financial Partners prioritizes customer satisfaction through social events, educational events and regular portfolio updates. Source link

David Walker, partner at Baird Wealth Strategy Group, took the plunge and bought an established practice with surprising results. Source link

Sponsored by Talking to clients and not keeping secrets is the first step in Tribute Financial's approach to building client relationships. Advisor Zach Daniels explains how building rapport with customers is essential to retaining current customers and acquiring new ones. Source link

Finding the right financial service partner is key to working in a comfort zone. Source link