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Welcome to the United Planners Financial Services page at the Pacific Financial Group. Here you’ll find helpful information and other resources specifically for United Planners Financial Services Advisors.
SDBA Training Video
Self-Directed Brokerage Accounts are possibly the single greatest AUM gathering opportunity we've seen in many years. Over 100,000 retirement plans now have brokerage windows and new plans are opening every day. As a result, SDBA has become a top client acquisition strategy for visionary advisors wanting to supercharge their practices.
In this presentation, you'll find out how hundreds of advisors just like you are incorporating in-plan advice into their business mix. TPFG Executive Vice President, Sylvain Templeman provides a comprehensive overview of what it takes to get started and become successful in the Self-Directed Brokerage Accounts space. THE OPPORTUNITIES ARE LIMITLESS.
Opportunity is Everywhere:
Self-Directed Brokerage as a Client Acquisition Strategy
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