Technology: Standing in the GapTechnology: Standing in the Gap

In this interview, Shannon Rosic, director of WealthStack content and solutions at WealthManagement.com, talks with Aaron Spradlin, chief information officer at United Planners about the company's technology philosophy, emphasizing advisor independence and customer service. Spradlin highlights United Planners' commitment to empowering advisors with their preferred technology stack and maintaining their brand identity. He discusses the firm's unique approach to decision-making, driven by advisor feedback and a focus on critical initiatives. Moreover, Spradlin explains the integration of AI technologies to streamline processes while preserving advisor autonomy. Central to United Planners' vision is exceptional customer service, evidenced by their rapid response times and even the CEO's direct involvement in addressing advisor concerns, showcasing a dedication to advisor satisfaction.