One of the benefits of moving your administrative and operational functions to our platform is time. Suddenly you will have time to focus your attention on growing your business. Our advisers typically set annual growth goals of between 20-30%. It is reachable because their momentum is backed by our proprietary growth and lead generation programs and attention-grabbing marketing engine.
Our growth systems are effective and easy to implement. We provide centralized support, custom technology and specialized training to help ensure our advisers meet their growth goals. Growth platform includes: • UC dinner experience • Corporate 401(k) events • High touch direct mail • High Net Worth referral system • Automated lead nurturing.
United Capital is quickly becoming one of the industry’s most admired brands. We are a beacon of hope amid an avalanche of negative stories about financial service companies. And it is with good reason. United Capital is singing a different tune than has been heard before. We are known for focusing on client outcomes and delivering an unparalleled client experience. We offer many ways for advisers to redefine their value proposition and leverage our brand in their markets. Website management • Online store for all collateral • National and regional PR programs • Social Media and online strategies • Presentation templates • Transition communications.