United Planners on Its Tech: The Glue That Holds It All Together
“Our master philosophy is ‘enter once, use many,’” Sheila Cuffari-Agasi says when describing the technology employed at United Planners Financial Services.
8 Steps to a Successful Succession Plan: United Planners
Too many advisors still run their firms as a practice, rather than a business, says UP's Caffari-Agasi.
Five Questions for the Retirement Advisor
Robert Graham, RFC, president and CEO, RG Capital, AIG Financial Advisors, Scottsdale, Ariz. 1. What retirement issue has hit you or your clients out of left...
Upfront with the Back Office
The computers were down at Keats, Connelly & Associates' Phoenix office, so one of the staff members placed a service call to the IT consulting...