Blog
UWAG strives to be a resource for our firms to grow through. We focus on providing best practices to our firms through our community of professionals that allow advisors to spend more time meeting with their clients and less time running their business. Our success is seen in the growth of the firms in our network. Our blog strives to provide useful information for advisor-led financial firms looking to grow sustainably through generations.
How to Build a Firm that Runs Without You
Your business was built around you. That makes sense right? It is your business after all. Many advisor-led firms are built around the success of their founder. The early success of the business generally reinforces this belief as...
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Why Growth Stalls in Advisor-Led Firms (And What to Do About It)
Does it ever feel like the more you grow the less you see your clients? Growth in an advisor-led firm is rarely limited by advisor talent, work ethic or a lack of client demand. More often, it’s slowed by something less visible, but...
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UWAG Welcomes Carillon Group to the Family!
UWAG is extremely excited to announce the addition of an amazing new firm to our family. Based out of St. Louis, Missouri, Carillon Group helps individuals, families, and businesses meet their financial goals with client-first processes...
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Does your firm have the support it needs and what can you do about it?
The best advisors often struggle to see enough clients while running their business. Firms can find operational support through hiring staff, joining enterprise organizations, or working with consultants. The right option depends on you.
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UWAG Welcomes Steve Valerius as Our New Partner
We are thrilled to announce that Steve Valerius is joining UWAG as a new partner. Steve brings a wealth of experience in building strong relationships and a long history of successful leadership in the industry. With over 40 years of...
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Keith Gillies, CFP® Named to University of New Orleans' Class of 2022 UNO 25
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Rebecca Schulter Receives NAIFA 2021 Advisor Today Four Under 40 Award
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Mark Cecil, CFP®, Receives Forbes' Inaugural Top Financial Security Professional (FSP) Recognition
MARYLAND, Oct 25, 2021 – United Wealth Advisors Group, LLC., is pleased to announce that Partner, Mark Cecil, CFP has been named to the inaugural Forbes/SHOOK® Research's Top Financial Security Professional list or 2021. The...
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UWAG, LLC Names Brian Steiner as National President
United Wealth Advisors Group, LLC (UWAG) is proud to announce and welcome Brian Steiner as National President. In his new role with UWAG, LLC, Steiner will be responsible for acquisitions, finance, operations, sales, and marketing. He...
Read MoreUWAG Partner, Kim Allen, Earns Certified Financial Fiduciary® (CFF) Designation
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Ameritas® Recognizes 6 UWAG Advisors As Industry Leaders
Ameritas® salutes the following UWAG Advisors who have attained the highest levels of MDRT membership and GAMA International. 2019 MDTR Top of the Table Kim Allen- United Professional Advisors Keith Gillies- Wealth Solutions, LLC...
Read MoreKim Allen, Uwag Partner, 2019 Recipient of The Lester A. Rosen Humanitarian and Achievement Award
Throughout his career, Lester Rosen exemplified the definition of an insurance professional. On a professional level, he earned honor and respect from his company, his peers, and the major industry organizations. Philanthropically, he...
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23 UWAG, LLC Members Qualify for Ameritas® Leaders Conference
UWAG, LLC had a record number of Ameritas® Leader Conference qualifiers this year, 23 of our members in all !! We had 4 first time qualifiers: Blake Gillies Zachary Allen Nicole Jones Jennifer Gerarve, CFP® Nick Impastato...
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