Candid conversation with advisor who joined UBS
UBS Financial Advisor Recruiting Experience Podcast
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5.0(2 reviews)
10 episodes
Updated Weekly
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Podcast Overview
Candid conversation with advisor who joined UBS
Language
🇺🇲
Publishing Since
6/18/2024
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Recent Episodes
September 10, 2024
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.
September 10, 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.
September 10, 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 total episodes available
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Frequently asked questions
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- What is UBS Financial Advisor Recruiting Experience Podcast ?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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