{"id":642059,"date":"2026-05-01T05:35:08","date_gmt":"2026-05-01T05:35:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/642059\/"},"modified":"2026-05-01T05:35:08","modified_gmt":"2026-05-01T05:35:08","slug":"individualized-guidance-redefines-broker-dealer-experiences","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/642059\/","title":{"rendered":"Individualized Guidance Redefines Broker-Dealer Experiences"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Transitioning to a new broker-dealer can be daunting, but working with a boutique firm can offer a refreshing change. Brian Horiuchi, shares his experience searching for the right partner and finding United Planners\u2019 hands-on support the perfect fit. Their level of care and efficiency transforms a challenging process into a smoother, more manageable journey, and helps him prioritize relationships and client success.<\/p>\n","protected":false},"excerpt":{"rendered":"Transitioning to a new broker-dealer can be daunting, but working with a boutique firm can offer a refreshing&hellip;\n","protected":false},"author":2,"featured_media":642060,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[64,63,99,186,184,185],"class_list":["post-642059","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-au","tag-australia","tag-business","tag-finance","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/642059","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=642059"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/642059\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/642060"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=642059"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=642059"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=642059"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}