Reinvent the way you interact with clients.
Run your business with proven efficiency.
Increase revenue and employee engagement.
Clients assume if you have been managing money for years you know how to do it, what they want is someone who makes it personal. An adviser who goes beyond money to help people make conscious decisions about their entire financial life.
The team at United Capital thinks differently about our business and is looking to change the conveyor belt approach to the investment advisory industry by focusing on the client’s whole financial life.
Since starting my career, I’ve witnessed significant changes that impact the entire industry, and I feel that United Capital is positioned to be the new leader in our industry.
Things were just going crazy,
I was spending all of my time running the business.
We really needed to spend more time with clients and less time, frankly, running a business…. Doing things like HR and health insurance and payroll and taxes all inhibited the depth of those relationships.
The guys at United Capital were always professional and creative and those things
don’t always go together.
Fidelity Investments is an independent company, unaffiliated with United Capital Financial Advisers. There is no form of legal partnership, agency affiliation, or similar relationship between United Capital and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by United Capital and does not guarantee or assume any responsibility for its content.
Fidelity Investments is a registered service mark of FMR LLC.
Fidelity Clearing & Custody Solutions provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 761369.4.0