Stopping By
When creating a financial plan we need to know what’s important in our clients' lives. We need to know what shaped each person and that in turn helps us uncover their goals and develop a plan. Our clients are very impressive people, with compelling life stories about overcoming adversity and seeking a passion. Our podcast will explore those stories and help uncover our guests' “WHY.” For each guest, we want to know how they grew up. What made them pursue their career? Is it their passion? What’s their guilty pleasure? e.g. food, music. Do they have a cause that’s near and dear to their heart? How do they describe their relationship with money? See who’s stopping by today!
UBS Advisor Podcasts
Episode 17: Neale Godfrey – Gray divorce guru
Neale Godfrey is a New York Times bestselling author, a repeat Stopping By guest, and someone who somehow manages to make the topic of gray divorce both enlightening and entertaining. Her new book, "Get Off Your Assets," takes a candid, smart, and sometimes even funny look at what happens when love hits the exit ramp after 50. It's honest, it's helpful – and it's so Neale. Whether you're divorced, thinking about it, or just here for the stories – buckle up. Neale Godfrey is back, and we're going deep into the grayer side of "happily ever after."
Episode 16: Coach Jay Wright – NCAA Championships to UBS' Americas Advisory Council
Still can't believe we had the pleasure of chatting with legendary Coach Jay Wright IN PERSON in our UBS studios In this episode, Coach Wright reveals the leadership principles that built Villanova into a basketball powerhouse. He discusses the importance of culture, adaptability and most importantly, attitude, in sustaining success at the highest level. Here you'll find an inspiring conversation filled with wisdom, storytelling and invaluable advice that can be applied both on and off the court.
Episode 15: Michelle Dulevich – Instagram and inspiration sensation
Meet the fabulous Michelle Dulevich, owner of Deck Your Decor. You'll learn how she went from a few hundred to nearly half a million lnstagram followers practically overnight. Also, Michelle shares stories of inspiration, tips for building a following and also strongly encourages everyone to "live the dash."
Episode 14: Cliff Stein – Sports agent turned Chicago Bears general counsel turned negotiation whisperer
Cliff Stein, a real life Jerry Maguire, spent 8 years as a sports agent before his tenure as the Chicago Bears' general counsel. At the Bears, Cliff negotiated over $3 billion in player contracts, including those for Hall of Famers Brian Urlacher, Devin Hester and Julius Peppers. He sheds light on the two distinct types of negotiating, and give us best practices for success. Fabulous guest!
Episode 13: Duane Hughes – TED X talker and Chief of UBS' Americas Advisory Council
We could've spent hours chatting with Duane Hughes. In this episode, Duane details his TED X talk about checking your preferences / how our preferences affect our decision making. And in his Design the Life you Love program, Duane tells us how to go from a current state to a target state of fulfillment. This can apply in relationships and also at work. Take a listen!
