01 Apr 2026
Jessica Bailey on continuing a family legacy as a next generation advisor
Jessica discusses building her foundation as a financial advisor through early training and firmwide connections, then bringing that expertise back to elevate the client experience. She highlights the importance of clear communication and roles in family teams, earning credibility by joining client meetings early and how she makes client meetings more interactive and engaging.
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.
Contact information
Contact information
Pacific Desert Market
1200 Prospect Street
Suite 100
La Jolla, CA 92037
