Apr 16, 2013

United Capital's 'Starbucks Strategy'

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Joe Duran wants United Capital to get Venti by tactically training advisors so the experience a client receives at a United Capital office in Cleveland is the same as the experience they'd receive in New Jersey. In the second of a two-part interview, Duran explains how this can work in an advisory industry that prides itself on unique approaches. Check out Part One, UUnited Capitalís Aggressive Growth Plan