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Advisor Advantage
by UBS advisor podcasts
A playbook for the modern wealth advisor
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2
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. She highlights the importance of clear communication and roles in family teams, earning credibility by joining client meetings early and how she makes client meetings more interactive and engaging.
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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, and “smothering clients with value” helped him win deep trust with entrepreneurs and how he scaled his business by investing in people, purpose and long‑term relationships.
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Frequently Asked Questions
How many episodes does Advisor Advantage have?
Advisor Advantage currently has 2 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Advisor Advantage about?
A playbook for the modern wealth advisor
How often does Advisor Advantage release new episodes?
Advisor Advantage has 2 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Advisor Advantage?
You can listen to Advisor Advantage on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Advisor Advantage?
Advisor Advantage is created and hosted by UBS advisor podcasts.
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