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Partnering for Success and Compliance at United PlannersPartnering for Success and Compliance at United Planners

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

June 17, 2024

 

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.