ALFA
The UBS Aspiring Legacy Financial Advisor Program
Transition your business on your terms
The ALFA (Aspiring Legacy Financial Advisor) program is one of the most competitive transiton programs in the industry, designed to help you transition on your terms.
Link to ALFA page to learn more
Teaming
Teaming and succession planning
The UBS teaming difference
Find out how our UBS Signature Team platform works and why the advisor team model is so important to us.
UBS succession planning
A road map to growing your business
Our succession planning framework guides you each step of the way, from building the foundation to transitioning client relationships successfully.
To explore if UBS is the right fit for you, submit your contact information.
To explore if UBS is the right fit for you, submit your contact information.