Advisor Advantage

UBS advisor podcasts
  • 5.0(1개의 평가)
  • 비즈니스 뉴스

A playbook for the modern wealth advisor

에피소드

  1. 4월 1일

    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.

    16분

  2. 2월 27일

    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.

    22분
  • 2개의 에피소드

소개

A playbook for the modern wealth advisor

정보

  • 제작진
    UBS advisor podcasts
  • 방송 연도
    2026년
  • 에피소드
    2
  • 등급
    전체 연령 사용가
  • 저작권
    © UBS AG
  • 웹사이트 보기
    Advisor Advantage