Many UBS advisors, like you, may be exploring your options with another firm or maybe even another model. And much like your colleagues, you may find yourself getting stuck in the weeds, searching for answers to questions…questions that are likely asked and answered far more often than you realize.
For instance, you may find yourself wondering how you will replicate the features and competitive pricing you have with UBS’ platforms such as ACCESS, Strategic Advisor and Strategic Wealth Portfolio. Or your ability to conduct extensive research as you currently do in PMP and PACE. Maybe it’s concerns about losing your hard-earned deferred comp or the potential that lies in UBS’ ALFA program.
In an effort to fill those knowledge gaps – and help you make a proactive and informed decision around whether to stay with UBS or consider other opportunities – we’ve gathered the top questions and answered them using the combined knowledge of our team and other industry experts, as well as information derived from both former and current UBS advisors.
Above is just a small sample of the questions included in this resource. For the complete list – and the answers – just fill out the form.
Please note that you are providing your email address without any other intent or obligation, and with complete confidentiality.