UBS Advisor Podcasts

mitch slater discussing raising financially responsible children
38:30

Ep. 7. Master Class in Building, Selling, and Wealth Planning for Founders with Stephanie Kirkpatrick

Hear Stephanie Kirkpatrick, FinTech founder and product leader, share her journey building and selling startups, including Orum’s recent acquisition by Stripe. You’ll gain practical tips on maximizing business value, personal wealth and planning for life after an exit, with special insights for female founders. The discussion covers fundraising, financial strategies, and the importance of values and support networks for entrepreneurs.

34:59

Ep. 6. What would you do if someone offered to buy your business tomorrow?

On this episode of F3: Female Forward Finance, I talk with Cate Luzio, CEO & Founder of Luminary, about scaling with intention, mastering your numbers, and knowing exactly when to say yes—or no—to a sale. Her journey is a masterclass in growing a business that works for you, not the other way around.

38:29

Ep. 5. From Startup Scrappy to Strategic Exit: Lessons from Gwen Whiting

Explore the journey of Gwen Whiting, co-founder of The Laundress and founder of The Fill, as she shares the unfiltered truth about life before, during, and after a major exit. Learn how she protected her equity and legacy and discover why bootstrapping was key to her success. Gain insights on how knowing your number before you sell can lead to millions more in your pocket.

37:42

Ep. 4. Empowering Female Founders: Insights from the UBS Entrepreneur's Report

In this episode of the F3: Female Forward Finance, Jill Faherty Lloyd speaks with James Jack, head of the strategic client segment for Entrepreneurs at UBS, about the key findings of the UBS Entrepreneur's Report. This groundbreaking survey provides crucial insights for founders scaling their businesses, making investment decisions, and preparing for exits. With data from 156 entrepreneurs across 26 countries, this episode is a must-listen for any female founder looking to navigate the complexities of today's business landscape and plan for a successful future.

36:01

Ep. 3. Women and Financial Independence: Navigating Gray Divorce

Did you know that most divorces are initiated by women? If this is something you are considering, in the throes of, or on the other side, this episode is for you. In this empowering episode of the F3: Female Forward Finance, Jill Faherty Lloyd speaks with Neale Godfrey, New York Times bestselling author and financial expert, about the financial implications of divorce for women over 50, the importance of financial preparedness, and how to build a supportive team to navigate this transition. Neale’s advice is essential for any woman looking to take control of her financial future at any point in her life.


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