UBS Advisor Podcasts

The Highland Group podcast

UBS advisor podcasts

Elevate Your Plan: The impact of volatility on equity compensation and your financial plan

14:50

Jarrett Strickland CFP© and Brandon Sullivan CFP© revisit the principles of financial planning and how volatility might impact equity compensation for corporate executives and employees.

Business Owner Strategy: Where do we go from here? Part 3

19:47

Where do we go from here is a 3 part discussion helping business owners move forward through the COVID-19 Pandemic with confidence. In Part 3 of this discussion we speak with Patricia Asp from Compass Executives who shares the actions companies can take today to prepare them for the post pandemic economy.

Business Owner Strategy: Where do we go from here? Part 2

19:30

Where do we go from here is a 3 part discussion helping business owners move forward through the COVID-19 Pandemic with confidence. In Part 2 of this episode we speak with Jorge Terejano from Compass Executives who shares tactical strategies around customer safety, customer relations and contingency planning for business owners.

Business Owner Strategy: Where do we go from here? Part 1

17:38

Where do we go from here is a 3 part discussion helping business owners move forward through the COVID-19 Pandemic with confidence. In this episode we speak with Bianca Benedetti-Fang from the UBS business owners client segment team who shares insights from business owners from across the country.


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