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Industry Awards

Wealth Management Industry Awards: On the Red Carpet with Sheila Cuffari-Agasi

Listen as Sheila Cuffari-Agasi, Chief Revenue Officer at United Planners Financial Services, as she discusses how being an employee-owned firm empowers advisors to prioritize client relationships without external pressures.

 

At the 10th Annual Wealth Management Industry Awards, Sheila Cuffari-Agasi, Chief Revenue Officer at United Planners Financial Services discusses her firm’s unique position of being employee owned which limits external forces and helps to keep the focus on advisors and their clients.

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