Advisor Advantage

UBS advisor podcasts

A playbook for the modern wealth advisor

mitch slater discussing raising financially responsible children

27 Feb 2026

Luke Ervin’s playbook for building a practice that lasts

How do you build a standout advisory practice without selling hard? UBS advisor Luke Ervin of the Mission Family and Business Group reveals how patience, pre‑liquidity planning, and “smothering clients with value” helped him win deep trust with entrepreneurs and how he scaled his business by investing in people, purpose and long‑term relationships.

00:00
22:07

Contact information

Pacific Desert Market
1200 Prospect Street
Suite 100
La Jolla, CA 92037

UBS On-Air

Tune in to more UBS podcasts for conversations with analysts, influencers and market experts

Market Moves

Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

In the Now

In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

Conversations

Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere