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Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Rapid Reaction: UBS Comp Plan Changes and the Impact on Advisors

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Manage episode 452041132 series 2321042
Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

With Louis Diamond

Overview

Louis Diamond offers a perspective for UBS advisors on the firm’s compensation plan changes announced on November 21. It’s an episode for advisors who are curious about the updates and how they can use this knowledge to make informed decisions.

Listen in…

> Download a transcript of this episode…

NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

About this episode…

On November 21, UBS Wealth Management announced sweeping changes to its advisor compensation plan.

As consultants to financial advisors, our role is to provide guidance on anything that can potentially impact their ability to optimally serve clients and grow their businesses.

The goal of this episode is to take a step back and provide UBS advisors with some context on this important issue: a lens through which to consider their business in a more strategic way and to understand how these changes might stack up to competitors in the industry.

Louis Diamond shares his perspective for UBS advisors, including:

  • The key elements of the changes to the UBS compensation plan.
  • The ramifications for individual advisors, and teams large and small.
  • Who is impacted the most and how.
  • How this compares to compensation plan changes at other wirehouses.
  • And steps an advisor could take to learn more.

This episode is for UBS advisors who are curious about the plan changes, what they mean for their business lives, and how this knowledge can help them make informed decisions in the future.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Related Resources

Diamond Consultants Advisor Transition Report 2024: Focus on UBS

It’s the only report of its kind in the industry, designed specifically for UBS advisors. So complete the form below to get your copy.

Please note: Your information is shared only within our firm in complete confidence and without obligation.

hbspt.forms.create({ portalId: "46578459", formId: "b37543b5-7fe0-40fa-a006-357912810bda" });

Also available on your favorite podcast app and other media sites

WealthManagement.com Feedspot Top 35 Podcasts for Financial Advisors

Browse other episodes in this podcast series…

  continue reading

295 에피소드

Artwork
icon공유
 
Manage episode 452041132 series 2321042
Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

With Louis Diamond

Overview

Louis Diamond offers a perspective for UBS advisors on the firm’s compensation plan changes announced on November 21. It’s an episode for advisors who are curious about the updates and how they can use this knowledge to make informed decisions.

Listen in…

> Download a transcript of this episode…

NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

About this episode…

On November 21, UBS Wealth Management announced sweeping changes to its advisor compensation plan.

As consultants to financial advisors, our role is to provide guidance on anything that can potentially impact their ability to optimally serve clients and grow their businesses.

The goal of this episode is to take a step back and provide UBS advisors with some context on this important issue: a lens through which to consider their business in a more strategic way and to understand how these changes might stack up to competitors in the industry.

Louis Diamond shares his perspective for UBS advisors, including:

  • The key elements of the changes to the UBS compensation plan.
  • The ramifications for individual advisors, and teams large and small.
  • Who is impacted the most and how.
  • How this compares to compensation plan changes at other wirehouses.
  • And steps an advisor could take to learn more.

This episode is for UBS advisors who are curious about the plan changes, what they mean for their business lives, and how this knowledge can help them make informed decisions in the future.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Related Resources

Diamond Consultants Advisor Transition Report 2024: Focus on UBS

It’s the only report of its kind in the industry, designed specifically for UBS advisors. So complete the form below to get your copy.

Please note: Your information is shared only within our firm in complete confidence and without obligation.

hbspt.forms.create({ portalId: "46578459", formId: "b37543b5-7fe0-40fa-a006-357912810bda" });

Also available on your favorite podcast app and other media sites

WealthManagement.com Feedspot Top 35 Podcasts for Financial Advisors

Browse other episodes in this podcast series…

  continue reading

295 에피소드

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