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Why ISO? | United Advisors
http://www.unitedadvisorservices.com/why-iso
Why would any company use ISO 9000? Tems and process to excel in it. Why would a financial services company use ISO? They would use ISO for the same reason a manufacturing company would use it. Simply put, they care about quality, consistency in the service they deliver, and about getting it right the first time. This is not the sole province of manufacturing organizations. What does the ISO designation mean for potential business partners and prospective business clients?
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BUSINESS CONTINUITY | United Advisors
http://www.unitedadvisorservices.com/business-continuity
Being independently certified and annually re-certified to the BS 25999 by an independent third-party registrar (Perry Johnson Registrars, Inc.), is the ultimate assurance to our Affiliates and Partners that we comply with BCM worldwide best practices. Investment Advisory Services through United Advisors Services, LLC ("UAS"), an SEC Registered Investment Adviser (RIA).
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QUALITY MANAGEMENT SYSTEMS | United Advisors
http://www.unitedadvisorservices.com/qms
The ISO standards and guidelines for quality management systems are maintained by the International Organization for Standardization (ISO) and administered by third party accreditation and certification bodies. Initially popular in Europe, U.S. companies began adopting the standard in the early 1980s, beginning with manufacturing. Although the standards originated in manufacturing, they are now employed across a wide range of other types of organizations, including colleges and universiti...
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SIX SIGMA SAVVY | United Advisors
http://www.unitedadvisorservices.com/six-sigma-savvy
If ISO 9000 defines the level of quality, then Six Sigma defines an approach for improving business processes to achieve client satisfaction, by providing the underlying quality standard for all of United Advisors’ business practices. Six Sigma is based on a few key concepts that define and describe quality in any particular business:. Critical to quality: attributes most important to the customer. Defect: failing to deliver what the customer wants. Process capability: what your process can deliver.
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Independent Business Affiliate | United Advisors
http://www.unitedadvisorservices.com/project/independent-business-affiliate
There are many ways we work with advisors to help power their success. Independent Business Affiliates are firms or advisors who want to focus more of their time and energy on client facing activities. Administrative and compliance issues continue to grow in complexity putting constraints on your personal and professional time. United Advisors helps eliminate the frustrations of staffing and manning your back office. Is this model right for you? For a list of services we provide to our IBAs.
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How it works for you | United Advisors
http://www.unitedadvisorservices.com/services-list
How it works for you. Wirehouse advisors turning independent. Independent Registered Representatives and IARs that want to outsource their back office and administrative tasks. Office set-up and maintenance. Client / Book Platform Transitions. Independent to independent broker. Dealer and/or institutional platform. Technology consulting, set-up, and. Billing and reconciliation of client. Branding, public relations, and. Legal and accounting services. Our typical Legacy Partners:. And more . . .
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LEGACY PARTNER | United Advisors
http://www.unitedadvisorservices.com/project/legacy-partner
Maybe you have made the decision to monetize the equity in your business today, tomorrow, or at some point in the future. Is this model right for you? For a list of services we provided to our Legacy Partners. Investment Advisory Services through United Advisors Services, LLC ("UAS"), an SEC Registered Investment Adviser (RIA).
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WIREHOUSE ADVISORS | United Advisors
http://www.unitedadvisorservices.com/project/wirehouse-advisors
Our Independent Business Affiliate Program provides the perfect “soft-landing” for wirehouse advisors that are making the move to independence. Our Team has first hand knowledge of the pressures and complexities that accompany a transition out of a captive environment. The IBA program allows wirehouse advisors to focus on working with their clients, making investment decisions, and leaves the back office, compliance, and administrative work to us. United Advisors has been part of the Merrill Lynch Protoc...
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