Posts Tagged: Partnership

What’s In A Name?

What’s in a name? Finding the blue water Like most mature industries, financial services is replete with copycat market-share-focused firms — all the fish fighting for their own pool of safety in the blood red waters cluttered with all types of fish. Matt Brinker, our head of partner development, and I were having a talk…

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The Term ‘Rollup’

Why I Hate the Term “Rollup” There’s a lot of talk about advisers needing to find a transition plan for themselves and many options are presented to them, from selling to a bank, to selling to their junior advisers, selling to a peer or the ubiquitous “rollup.” But rollup comes in many different forms —…

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FinLife Partners is a dba of United Capital Financial Advisers, LLC.

All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, Honest Conversations®, Money Mind®, FinLife®, FlexScore®, Financial Control Scorecard®, FCS®, One Best Financial Life®, United Capital Private Wealth Counseling®, Ideal Life Index™, and FinLife Partners Powered by United Capital™, United Capital Financial Life Management™, Financial Years of Freedom™) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.