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A playbook for the modern wealth advisor

Episodes

  1. 20 HR AGO

    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 Episodes

About

A playbook for the modern wealth advisor

Information

  • Creator
    UBS advisor podcasts
  • Years Active
    2k
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © UBS AG
  • Show Website
    Advisor Advantage