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United Planners focuses on selecting the `Ideal Advisors` for this Firm. We choose to build lasting relationships with the successful, client-centric advisors that embrace our culture. The `Ideal Advisor` is: A highly ethical, passionate and fiduciary-focused professional that places a client’s needs first. They are client-centric, kind and compassionate entrepreneurs that maintain a culture of compliance and are committed to the financial services industry. They value our vision, mission and culture. They are trusted partners who work collaboratively with their fellow partners.
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