UBS Financial Advisor Recruiting Experience Podcast
Candid conversation with advisor who joined UBS
Wealth Management Americas
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.
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.
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.
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.
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.