4 episodes

Members of The Highland Group are joined by experts from inside and outside UBS for conversations that may help successful business owners and corporate professionals find the right answers to their important questions about career, family and future.

The Highland Group podcast UBS advisor podcasts

    • Business

Members of The Highland Group are joined by experts from inside and outside UBS for conversations that may help successful business owners and corporate professionals find the right answers to their important questions about career, family and future.

    Elevate Your Plan: The impact of volatility on equity compensation and your financial plan

    Elevate Your Plan: The impact of volatility on equity compensation and your financial plan

    Jarrett Strickland CFP© and Brandon Sullivan CFP© revisit the principles of financial planning and how volatility might impact equity compensation for corporate executives and employees.

    • 14 min
    Business Owner Strategy: Where do we go from here? Part 3

    Business Owner Strategy: Where do we go from here? Part 3

    Where do we go from here is a 3 part discussion helping business owners move forward through the COVID-19 Pandemic with confidence. In Part 3 of this discussion we speak with Patricia Asp from Compass Executives who shares the actions companies can take today to prepare them for the post pandemic economy.

    • 19 min
    Business Owner Strategy: Where do we go from here? Part 2

    Business Owner Strategy: Where do we go from here? Part 2

    Where do we go from here is a 3 part discussion helping business owners move forward through the COVID-19 Pandemic with confidence. In Part 2 of this episode we speak with Jorge Terejano from Compass Executives who shares tactical strategies around customer safety, customer relations and contingency planning for business owners.

    • 19 min
    Business Owner Strategy: Where do we go from here? Part 1

    Business Owner Strategy: Where do we go from here? Part 1

    Where do we go from here is a 3 part discussion helping business owners move forward through the COVID-19 Pandemic with confidence. In this episode we speak with Bianca Benedetti-Fang from the UBS business owners client segment team who shares insights from business owners from across the country.

    • 17 min

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