Culture That Shows Up When It Matters Most
In a financial landscape that’s constantly in flux, who you choose to affiliate with is critical to your ability to serve clients, your way. You became a financial advisor to make an impact — to guide clients through life’s biggest decisions, build trust that lasts for decades, and makes a difference. That’s why choosing the…
In a financial landscape that’s constantly in flux, who you choose to affiliate with is critical to your ability to serve clients, your way. You became a financial advisor to make an impact — to guide clients through life’s biggest decisions, build trust that lasts for decades, and makes a difference.
That’s why choosing the right partner isn’t just about products or payouts. It’s about culture — the kind that shows up when it matters most.
Join United Planners’ (UP) executives Sheila Cuffari-Agasi (EVP, CRO) and Billy Oliverio (EVP, CMO) for an exclusive look at how their team has transformed “culture” from a buzzword into something real and personal for advisors.
From life’s toughest moments to the day-to-day work, you’ll hear firsthand accounts of how UP steps UP for their advisors. How their culture shows UP in moments of challenge and growth. How their culture makes all the difference for advisors who put their clients first and want more than just another broker-dealer.
Join us to learn:
- How culture-driven loyalty and care directly impact advisor and client experiences
- Why having full support, from leadership to back-office, allows you to provide the highest level of service to your clients
- Real stories of how UP’s culture shines in both personal and professional challenges
- How an advisor-owned structure and people-first approach translates into lasting value for you and our clients
Speakers:
Scott Ferguson | ThinkAdvisor Contributor | Touchpoint Markets
Scott Ferguson is the Director of Custom and Marketing Content for ThinkAdvisor’s parent company, Touchpoint Markets. Before joining Touchpoint Markets, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
Sheila Cuffari-Agasi | EVP, CRO | United Planners
Sheila oversees United Planners’ sales, transition, and advertising teams while driving special projects and critical initiatives across the organization. A seasoned professional with a career in financial services dating back to 1993, Sheila joined United Planners in 2006. She holds Series 7, 24, 63, 66 licenses, life and health licenses, and an AIF designation. Outside of work, Sheila enjoys hiking, volleyball, softball, and quality time with her family.
Billy Oliverio | EVP, CMO | United Planners
Billy has been a leader in firms of all sizes, driving complex projects and mission impossible types of tasks for over 30 years. He’s been Chief Investigator of Enforcement for the Arizona Securities Division and managed white collar crime investigations. He’s been Chief Compliance Officer and dealt with all aspects of compliance, supervision, and risk management. He is an honors graduate of Arizona State University and a self-proclaimed comedian. His personal life is full of endless energy and entertainment with his first and only wife Conni, and their two boys, Diego and Dante.
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United Planners is an SEC Registered Investment Advisor and Member FINRA/SIPC