UBS advisor podcasts
Advisor Advantage
A playbook for the modern wealth advisor
No dejes de visitar la web del podcast y apoyar a su creador: www.ubs.com
Autor
UBS advisor podcasts
Categoría
Web del podcast
Último episodio
1 de abr. de 2026
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Episodios
Jessica Bailey on continuing a family legacy as a next generation advisor 01.04.2026 15:38
Jessica discusses building her foundation as a financial advisor through early training and firmwide connections, then bringing that expertise back to elevate the client experience. She highlights the importance of clear communication and roles in family teams, earning credibility by joining client meetings early and how she makes client meetings more interactive and engaging.
Luke Ervin’s playbook for building a practice that lasts 27.02.2026 22:07
How do you build a standout advisory practice without selling hard? UBS advisor Luke Ervin of the Mission Family and Business Group reveals how patience, pre‑liquidity planning, and “smothering clients with value” helped him win deep trust with entrepreneurs and how he scaled his business by investing in people, purpose and long‑term relationships.
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