{"id":573591,"date":"2026-08-03T16:28:14","date_gmt":"2026-08-03T16:28:14","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/573591\/"},"modified":"2026-08-03T16:28:14","modified_gmt":"2026-08-03T16:28:14","slug":"the-power-of-staying-selective-in-an-advisor-first-culture","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/573591\/","title":{"rendered":"The Power of Staying Selective in an Advisor-First Culture"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Mike Baker, president and CEO of United Planners, shares the firm\u2019s vision of being a premier hybrid broker-dealer and RIA that is focused on quality over size. He explains how United Planners\u2019 limited partnership structure, open architecture platform and commitment to personalized service help differentiate the firm in a consolidating industry. Baker also offers a closer look at the firm\u2019s culture, from empowering home office employees to maintaining a selective, family-like advisor community where relationships, accessibility and doing the right thing remain central to the business.<\/p>\n","protected":false},"excerpt":{"rendered":"Mike Baker, president and CEO of United Planners, shares the firm\u2019s vision of being a premier hybrid broker-dealer&hellip;\n","protected":false},"author":2,"featured_media":573592,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[114,268,85,46,266,267],"class_list":["post-573591","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-il","tag-israel","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/573591","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=573591"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/573591\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/573592"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=573591"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=573591"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=573591"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}