Billy Oliverio of United Planners Financial Services - Taking Financial Services to New Heights
· Orion's The Weighing Machine
Guests:Billy OliverioExecutive Vice PresidentChief Marketing
In recent years, new technologies, economic changes, and shifting consumer behavior have fundamentally changed how financial services are delivered. That has led to financial services firms rethinking their business models and strategies.
In this episode, Rusty and Robyn talk with Billy Oliverio, Executive Vice President and Chief Marketing Officer at United Planners Financial Services. Having been in the industry for 30 years, Billy has worked in various executive capacities in small, medium, and large-sized firms to tackle complex projects and initiatives. He has also served time in the regulatory environment as the Chief Investigator of Enforcement for the AZ Securities Division and has orchestrated all aspects of white-collar crime investigations. At United Planners, his responsibilities include but are not limited to the firm's vision, strategy & business planning.
Billy talks with Rusty and Robyn about his outlook on the industry's current and future trends, what United Planners Financial Services has to offer clients, and how the financial services industry can improve in the future.
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