Unlock Your Growth Potential

Tailored Solutions for Advisors and Clients

01

Client-Focused Strategies

We prioritize your clients by helping them track their financial progress, ensuring they meet their family obligations like retirement and college education funding. By tracking their progress towards their goals, you build a network of advocates.

02

Collaborative Service Model

Our unique partnerships with other professionals – like accountants, attorneys, and/or property-casualty experts enables us to provide comprehensive services previously exclusive to high-net-worth families. This approach fosters mutual accountability and ensures all clients benefit from strategic collaboration.

03

Business Training and Coaching

Our dedicated training and coaching empowers advisors to build a better business through sales mapping, more effective and consistent lead generation and scoring, understanding how to manage a dynamic sales funnel, empowering the hidden tools in their CRM, setting and managing KPI’s for their team, and in-house sales coaching to deliver on expected outcomes.

04

Innovative Marketing Methods

The Sponsor Method allows advisors to amplify their marketing impact and drive community engagement. This approach not only enhances visibility but also contributes to causes that resonate with both clients and advisors.

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Sponsor

United Advisor Group

Independent but not alone. True partnership for financial advisor independence.

8170 Corporate Park Dr.

Suite 300

Cincinnati, OH 45242

Contact Ray Gettins

[email protected]

(513) 702-7211

www.uagria.com

linkedin.com/in/raymond-gettins-crc-490151

Message from Sponsors

United Advisor Group and Beneficial Business Solutions proudly support BraveHearts for Kids via revenues and connections made through this page. When you choose to work with us, not only do you gain your RIA independence, you help families navigate the challenges of pediatric cancer.

Sponsor Disclosure:

United Advisor Group ("UAG" is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. UAG, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

Google Ads Disclaimer: This disclaimer states there is no guarantee of specific results and each person results may vary. The information on this site is not intended or implied to be a substitute for professional advice or consultation on the subject. All content, including text, graphics, images and information, contained on or available through this web site is for general information purposes only. Neither Beneficial Business Solutions, United Advisor Group nor BraveHearts for Kids make any representation and we assume no responsibility for the accuracy of information contained on or available through this web site, and such information is subject to change without notice. You are encouraged to confirm any information obtained from or through this web site with other sources. BraveHearts for Kids does not recommend, endorse or make any representation about the efficacy, appropriateness or suitability of any information including sponsors’ information that may be contained on or available through this web site. BRAVEHEARTS FOR KIDS IS NOT RESPONSIBLE NOR LIABLE FOR ANY ADVICE OR ANY OTHER INFORMATION, SERVICES OR PRODUCTS THAT YOU OBTAIN THROUGH THIS WEB SITE.