Merrill Lynch recruit experience from advisor who joined UBS in Roseville, California
This interview covers why the team considered leaving Merrill Lynch, what aspects of UBS appealed to them, how their capacity and prospecting capabilities changed after the move, and what factors contributed to the team’s successful transition to UBS.
10 Sept 2024
Alliance Bernstein recruit experience from advisor who joined UBS in Jericho, New York
This interview covers how team dynamics and client alignments shifted since joining UBS from a competitor like Alliance Bernstein, how this advisor’s investment strategies and client services transformed, and which specific UBS tools and resources have been most beneficial for her practice.
10 Sept 2024
Wells Fargo recruit experience from advisor who joined UBS in Miami, FL
This interview covers how UBS helps financial advisors plan for long-term succession, how this team conveyed stability to their clients through a career change, what the importance of both stability and independence to a financial advisor is, and the benefits of connecting with other financial advisors through the UBS network.
10 Sept 2024
JP Morgan Private Bank recruit experience from advisor who joined UBS in Los Angeles, California
This interview covers key factors to consider when choosing a wealth management firm for ultra high-net worth clients, how UBS’ intellectual capital and family office solutions group benefits client, and how financial advisors can best manage the transition to a new firm for their ultra-high-net-worth clients.
10 Sept 2024
Edward Jones recruit experience from advisor who joined UBS in Los Gatos, California
This interview covers why this advisor left Edward Jones after 10 years, despite having a positive experience, the benefits that her clients have seen since joining UBS, what advice she would give to someone who is considering joining UBS, and what resources UBS provides to advisors who are making the transition from another firm.
10 Sept 2024
JP Morgan Private Bank recruit experience from advisor who joined UBS in San Francisco, California
This interview covers what made this advisor leave JP Morgan Private Bank after 20 years and join UBS, the most important factors considered when choosing to join UBS, how important company culture is when considering a chance, and the factors that contributed to a successful transition.
10 Sept 2024
Goldman Sachs recruit experience from advisor who joined UBS in Boston, Massachusetts
This interview covers why this advisor moved from Goldman Sachs to UBS, highlighting UBS's focus on wealth management and ultra-high-net-worth clients. He shares the benefits of UBS's resources and expert support and offers insights on the challenges and rewards of transitioning firms.
10 Sept 2024
Morgan Stanley team experience from advisors who joined UBS in Palo Alto, California
This interview covers the strong support and family-oriented atmosphere the team found at UBS, their highly successful transition, despite market challenges, and the importance of taking risks and embracing change for career growth.
9 Sept 2024
Morgan Stanley recruit experience from advisor who joined UBS in Providence, Rhode Island
This interview covers how rebranding influences a team and its clients in the process of transitioning, what are the significant challenges and opportunities encountered when adapting to the environment at UBS, ways the team’s practice changed and evolved after transitioning to UBS, and primary considerations when deciding to move to UBS.
18 Jun 2024
Wells Fargo recruit experience from advisor who joined UBS in Jericho, New York
This interview discusses this advisor’s reasons for moving and the benefits she's experienced. She highlights improved financial planning, better high-net-worth offerings, and strong support at UBS. She also shares tips for a smooth transition and her successful client retention since joining UBS.
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