A playbook for the modern wealth advisor
Latest episodes
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16 min
Jessica Bailey on continuing a family legacy as a next generation advisor
Jessica discusses building her foundation as a financial advisor through early training and firmwide connections, then bringing that expertise back to elevate the client experience…
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22 min
Luke Ervin’s playbook for building a practice that lasts
How do you build a standout advisory practice without selling hard? UBS advisor Luke Ervin of the Mission Family and Business Group reveals how patience, pre‑liquidity planning, an…