The Heart of the Matter is a podcast that explores what truly matters in financial services: relationships, trust, and being authentic. Hosted by Shari Winkelman, each episode features thoughtful conversations with colleagues across UBS about showing up as your real self and building meaningful connections over time. With warmth and curiosity, Shari brings forward stories that highlight the power of connection, candor, and care.
Latest episodes
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23 min
Leadership Beyond the Title: Caring and Respect Reflected in Actions – Follow-Through, Touchpoints, and Mentor…
Julie Fox didn’t set out on a conventional path to wealth management, and that perspective has shaped the leader she is today. In this episode Julie discusses the mentors who took…
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16 min
Legacy in Action: A Father-Son Approach to Planning and Care
In this episode, UBS Financial Advisors Eric and Joe Rosen explore what it means to build a lasting practice across generations. Together they reflect on work ethic, complementary…
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32 min
All In on Entrepreneurs: Partnership, Insight, and the UBS Edge
Financial advisor Elijah Dornstreich shares how going “all in” on business owners shaped his practice. We discuss how he builds deep partnerships, switches seamlessly between big-p…
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17 min
Legacy in Action: Building Trust and Education in Retirement Planning
Join Shari Winkelman as she interviews Brian Catanella, Senior Vice President and Senior Retirement Plan Consultant at UBS. In this episode, Brian shares the story of his family’s…
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21 min
Behind the Mic: Authentic Storytelling at UBS
Discover how Anthony Pastore, Head of Broadcast Communications and Executive Producer at UBS Studios, transformed his creative passion into a powerhouse media role. In this episode…