{"id":23703,"date":"2025-06-23T20:50:12","date_gmt":"2025-06-23T20:50:12","guid":{"rendered":"http:\/\/www.thinkadvisor.com\/2025\/06\/23\/get-started-on-your-journey-to-independence\/"},"modified":"2025-06-23T20:50:12","modified_gmt":"2025-06-23T20:50:12","slug":"get-started-on-your-journey-to-independence","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2025\/06\/23\/get-started-on-your-journey-to-independence\/","title":{"rendered":"Get Started on Your Journey to Independence"},"content":{"rendered":"

United Planners fosters a dynamic and supportive culture built on exceptional service, efficiency, and a commitment to its advisors. With hold times of less than 10 seconds and a dedicated, high-quality back-office team, we prioritize responsiveness and reliability. Our \u201ckick-butt\u201d is centered around collaboration, integrity, and our firm stance on a NO Jerk Policy<\/b>, ensuring a positive and respectful environment for all. We believe in having fun while getting it done,<\/b> creating an atmosphere where advisors feel empowered, valued, and supported. This investment in culture translates into an outstanding experience for both advisors and their clients.<\/p>\n

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United Planners is an Independent RIA and Broker-Dealer<\/b> that has been empowering financial professionals since 1987. Our unique Limited Partnership structure<\/b> sets us apart, ensuring long-term stability and a commitment to advisor success. Same trusted name, ever-improving service, and an unmatched cultural experience.<\/b><\/p>\n

Here\u2019s what makes United Planners different from other Independent RIA\/BD firms:<\/p>\n

A Firm Built on Advisor Ownership<\/b><\/p>\n

United Planners is 100% owned by advisors and employees<\/b> . The General Partners hold 45%, while qualifying producing advisors collectively own 55%<\/b>, sharing directly in the firm\u2019s annual profits. This advisor-first model<\/b> ensures that UP is not for sale<\/b> \u2014our advisors and employees have a true stake in the firm\u2019s success.<\/p>\n

A Culture That Puts People First<\/p>\n

At United Planners, culture isn\u2019t just a buzzword\u2014it\u2019s a competitive advantage. We invest in an advisor-focused experience<\/b> with less than 10-second hold times<\/b> , a dedicated, high-quality back-office team,<\/b> and a firm-wide commitment to having fun while getting it done.<\/b> We take pride in our kick-butt culture and NO Jerk Policy<\/b>, fostering a professional, collaborative, and supportive environment.<\/p>\n

Service That Puts Advisors in Control<\/b><\/p>\n

At United Planners, advisors are our clients<\/b> \u2014and we serve them with a level of care that\u2019s rare in the industry. We provide:<\/p>\n

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  • True open architecture Advisors have complete freedom to choose custodians, third-party managers, and tech solutions.<\/li>\n
  • Low-cost, conflict-free solutions No proprietary products, just the best options for your business and clients.<\/li>\n
  • Creative, common-sense problem-solving We work with you to overcome challenges efficiently and effectively.<\/li>\n
  • Tech-forward efficiency We simplify complex problems with innovative technology, always keeping your success top of mind<\/li>\n<\/ul>\n
      Want to learn more? Request information today<\/b> and discover how United Planners can help you build the independent practice you\u2019ve always wanted.<\/ul>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

      United Planners fosters a dynamic and supportive culture built on exceptional service, efficiency, and a commitment to its advisors. With hold times of less than 10 seconds and a dedicated, high-quality back-office team, we...<\/p>\n","protected":false},"author":1,"featured_media":23704,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2025\/06\/get-started-on-your-journey-to-independence.png","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/23703"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=23703"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/23703\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/23704"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=23703"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=23703"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=23703"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}