Strategic Partnerships United Planners has formed key strategic partnerships with Redtail, Orion Advisor Solutions, cleverDome, ResMed Inc, and others. Leveraging these partnerships can open up collaboration opportunities and potentially lead to cross-selling financial services and technology solutions.

Tech Stack Utilization United Planners utilizes a tech stack that includes Google Hosted Libraries, WordPress, Pardot, and more. By understanding their technology infrastructure, sales professionals can tailor solutions that integrate seamlessly with their existing systems, creating value-added propositions for potential clients.

Employee Ownership Focus United Planners prides itself on being 100% owned by its employees and financial professionals. Highlighting the benefits of employee ownership can resonate with clients looking for a personalized approach and a sense of partnership in their financial services provider.

Independent Financial Professionals Support With a structure that provides back-office support to independent financial professionals, United Planners empowers advisors to grow their businesses successfully. Highlighting this support system can attract independent advisors seeking a strong network and resources to enhance their services.

Market Differentiation In a competitive landscape, United Planners' open-architecture model, focus on independence, and profit-sharing opportunities set it apart from traditional financial services firms. Emphasizing these unique selling points can position United Planners as a distinctive and appealing choice for potential clients.