Mike Baker, president and CEO of United Planners, shares the firm’s vision of being a premier hybrid broker-dealer and RIA that is focused on quality over size. He explains how United Planners’ 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’s 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.
