UBS Financial Advisor Recruiting Experience Podcast

Listen to podcasts from recent advisors who have moved to UBS from firms like yours.

Select a competitive firm below to listen to insights from and advisor that joined from that firm: 

Merrill Lynch

UBS Financial Advisor Recruiting Experience Podcast

Candid conversation with advisor who joined UBS

Advisor Recruiting

Wealth Management Americas

Merrill Lynch recruit experience from advisor who joined UBS in Roseville, California

18:09

This interview covers why the team considered leaving Merrill Lynch, what aspects of UBS appealed to them, how their capacity and prospecting capabilities changed after the move, and what factors contributed to the team’s successful transition to UBS.

Morgan Stanley

UBS Financial Advisor Recruiting Experience Podcast

Candid conversation with advisor who joined UBS

Advisor Recruiting

Wealth Management Americas

Morgan Stanley recruit experience from advisor who joined UBS in Providence, Rhode Island

29:15

This interview covers how rebranding influences a team and its clients in the process of transitioning, what are the significant challenges and opportunities encountered when adapting to the environment at UBS, ways the team’s practice changed and evolved after transitioning to UBS, and primary considerations when deciding to move to UBS.

Wells Fargo

UBS Financial Advisor Recruiting Experience Podcast

Candid conversation with advisor who joined UBS

Advisor Recruiting

Wealth Management Americas

Wells Fargo recruit experience from advisor who joined UBS in Miami, FL

17:58

This interview covers how UBS helps financial advisors plan for long-term succession, how this team conveyed stability to their clients through a career change, what the importance of both stability and independence to a financial advisor is, and the benefits of connecting with other financial advisors through the UBS network.

JP Morgan Private Bank

UBS Financial Advisor Recruiting Experience Podcast

Candid conversation with advisor who joined UBS

Advisor Recruiting

Wealth Management Americas

JP Morgan Private Bank recruit experience from advisor who joined UBS in San Francisco, California

24:13

This interview covers what made this advisor leave JP Morgan Private Bank after 20 years and join UBS, the most important factors considered when choosing to join UBS, how important company culture is when considering a chance, and the factors that contributed to a successful transition.

UBS Financial Advisor Recruiting Experience Podcast

Candid conversation with advisor who joined UBS

Advisor Recruiting

Wealth Management Americas

JP Morgan Private Bank recruit experience from advisor who joined UBS in Los Angeles, California

27:26

This interview covers key factors to consider when choosing a wealth management firm for ultra high-net worth clients, how UBS’ intellectual capital and family office solutions group benefits client, and how financial advisors can best manage the transition to a new firm for their ultra-high-net-worth clients.

Goldman Sachs

UBS Financial Advisor Recruiting Experience Podcast

Candid conversation with advisor who joined UBS

Advisor Recruiting

goldman-sachs

Goldman Sachs

27:30

Recruit experience from PWM Advisor in Boston, Massachusetts

Alliance Bernstein

UBS Financial Advisor Recruiting Experience Podcast

Candid conversation with advisor who joined UBS

Advisor Recruiting

Wealth Management Americas

Alliance Bernstein recruit experience from advisor who joined UBS in Jericho, New York

19:04

This interview covers how team dynamics and client alignments shifted since joining UBS from a competitor like Alliance Bernstein, how this advisor’s investment strategies and client services transformed, and which specific UBS tools and resources have been most beneficial for her practice.

Edward Jones

UBS Financial Advisor Recruiting Experience Podcast

Candid conversation with advisor who joined UBS

Advisor Recruiting

Wealth Management Americas

Edward Jones recruit experience from advisor who joined UBS in Los Gatos, California

23:12

This interview covers why this advisor left Edward Jones after 10 years, despite having a positive experience, the benefits that her clients have seen since joining UBS, what advice she would give to someone who is considering joining UBS, and what resources UBS provides to advisors who are making the transition from another firm.

Want to get first-hand, personal perspectives from recently joined UBS Financial Advisors?