The Ultimate Advisor Transition Toolkit
Insights from advisors who joined from Wells Fargo
This toolkit was created to help Wells Fargo advisors explore a move to UBS with confidence. Inside, you will find firsthand stories from former Wells Fargo colleagues who have made the transition, insights into why top advisors are choosing UBS, and a direct way to connect for a one-on-one conversation when you're ready.
This toolkit was created to help Wells Fargo advisors explore a move to UBS with confidence. Inside, you will find firsthand stories from former Wells Fargo colleagues who have made the transition, insights into why top advisors are choosing UBS, and a direct way to connect for a one-on-one conversation when you're ready.
Listen
Hear directly from former Wells Fargo advisors on the UBS Financial Advisor Recruiting Podcast. In these candid conversations, they share what drove their decision, how the transition unfolded, and what life looks like now at UBS.
Featured episode: Tonia Dillon, UBS – Miami, FL
Tonia emphasizes that her move to UBS was a smooth and positive experience. All of her clients followed her, and she was able to grow her business year over year.
Tonia discusses her reluctance to transition after previous poor experiences, and the supportive platform she found at UBS which made the transition so positive.
Learn
Explore key insights in the 2024 edition of Why UBS: Wells Fargo, a research-based report built from in-depth interviews with advisors who have already made the move. Inside, you will learn why they left, how the transition worked, and what changed for their business.
Advisors cite greater control over client relationships and business decisions as a major reason for leaving Wells Fargo.
UBS’s planning capabilities, robust product shelf, and concierge transition support helped advisors expand their practices post-move.
Advisors consistently see UBS as a better values match with more transparency, less bureaucracy, and a more advisor-focused structure.
Act
For many successful advisors considering a new firm, hearing from recent recruits is paramount. That’s why we give you opportunities to hear firsthand from new joiners—candidly.
Speak with a UBS Financial Advisor who recently joined from your firm.
Have a personal, candid conversation with someone who:
- Understands your current working environment
- Can answer your questions
- Can explicitly walk you through the opportunities at UBS
Fill out the form below to be connected with an Advisor Recruiting specialist on our team who will:
- Spend some time understanding your needs
- Set up a candid consultation with a recent joiner with a similar background and/or a field leader in your respective market