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 could potentially affect their ability to optimally serve clients and grow their businesses.
The purpose of this episode is to take a step back and provide UBS advisors with a context for this important issue: a lens through which to consider their business more strategically and understand how these changes can match competitors in the industry. .
Louis Diamond shares his perspective on UBS advisors, including:
- Key elements of the changes to the UBS compensation plan.
- Branches for individual advisors and large and small teams.
- Who is most affected and how?
- How does this compare to compensation plan changes in other buildings?
- And the steps an advisor can 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.