October 19, 2023
Seeing the Future Through the Eyes of the Client: A $770mm UBS Breakaway Story
The Diamond Podcast for Financial AdvisorsAbout this episode
Matthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence early in their careers, the impact of signing on to the firm’s retire-in-place program ALFA, their age as a competitive advantage, and much more.