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Empowering Advisors With True IndependenceEmpowering Advisors With True Independence

At the United Planners Connect 24 conference, a key focus was on change management and fostering advisor independence.

June 24, 2024

 

Listen in as the United Planners team talks about what open architecture means and how freedom of choice allows advisors to work in a partnership, yet independently, in the best interest of their clients.