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Unlocking Advisor LoyaltyUnlocking Advisor Loyalty

Mike Baker shares United Planners' innovative approach to client services, leveraging cutting-edge technology and personalized solutions tailored to individual needs.

March 27, 2024

 

Shannon Rosic, director of WealthStack content and solutions at WealthManagement.com, talks with Mike Baker, president and CEO of United Planners Financial Services, about best practices for attracting and retaining advisors and what sets them apart in customer service.