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A playbook for the modern wealth advisor

Afleveringen

  1. 1 APR

    Jessica Bailey on continuing a family legacy as a next generation advisor

    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.

    16 min.

  2. 27 FEB

    Luke Ervin’s playbook for building a practice that lasts

    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.

    22 min.
  • 2 afleveringen

Info

A playbook for the modern wealth advisor

Informatie

  • Maker
    UBS advisor podcasts
  • Jaren actief
    2K
  • Afleveringen
    2
  • Beoordeling
    Veilig
  • Copyright
    © UBS AG
  • Website van aflevering
    Advisor Advantage