UBS Advisor Podcasts

Relentless Pursuit with The Shantz Mantione Group

Thank you for joining the Shantz Mantione group as we invite our UBS colleagues, members from an extensive professional network, and leaders from our communities to discuss timely topics and issues, and sometimes even have a little fun. Driven to transform your financial life, our core values start with clients first and that is what this series is all about. We put you first as we deliver honest, fair and insightful financial solutions.

UBS advisor podcasts

Robb Report virtual series - High performance autos with Robert Ross

48:36

Hear the audio of what was a virtual experience as Andrew Shantz and Robert Ross got greasy as they went under the hood of the auto market.

CEOs of both Americares and UBS Optimus Foundation discuss their partnership in COVID relief

34:07

Andrew Shantz interviews Christine Squires of Americares, Phyllis Costanza of UBS Optimus Foundation and Tom Mantione as they discuss the partnership created to assist in the COVID relief efforts.

The Purposeful Dialogue – Discover your why / Deciding what is important in life

43:33

Tom and Andrew are joined by Julie Binder, a Senior Strategist with UBS's Family and Philanthropy Advisory Group. Julie shares an overview of a tool her team has developed that gives family members an opportunity to talk about their values and picture of the future. The discussion then shifts to a variety of success stories from utilizing the communication based conversation cards in past interactions with families. The Purposeful Dialogue Card Set is available upon request; please contact our team to make arrangements.

Election cancelled? Insights on COVID-19 politics with John Savercool, head of UBS Office of Public Policy

37:00

Andrew and John talk about the impact of COVID-19 on politics, possible vice-presidential candidates, and why politicians don't care about the budget deficit or national debt. We get John's view on if a US presidential election can be cancelled.

What about sports? A conversation with Luke Voit of the New York Yankees and Jon Merrill of the Vegas Golden Knights.

46:17

Luke and Jon break down the barriers between athletes and fans as they talk about staying healthy, active and ready to play during the quarantine. They also discuss video games and answer the question on everyone's mind - who is the best chirp in their respective leagues.


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