Priority Financial Group (PFG) recently completed a transition to United Planners, a move that was ten years in the making. At their recent conference, Shannon Rosic spoke with PFG advisors, who shared their insights on the process. They emphasized the collaborative values, forward-thinking platform, and exceptional support that made the transition successful. Despite the challenges inherent in such changes, PFG found United Planners to be accountable and proactive in resolving issues. The transition has provided advisors with greater freedom in investment strategies and strengthened relationships, positioning PFG for growth and innovation in the financial advisory industry.
