Meet the man I refer to as my "secret weapon." James Jack is the Head of the Business Owners Client Segment at UBS. This episode is a behind the scenes look into how we work with business owners, unlocking value for clients in dollars and quality-of-life. If you own a business, don't miss this episode!

6. James Jack, Head of UBS Business Owners Segment

Jonathan Israel is a Senior Vice President with Affinity Wealth Partners at UBS Financial Services, Inc. He has worked with business owners for nearly two decades in his role as a Financial Advisor, helping navigate the complex world of finance and wealth management. On “Success, Unscripted” Jonathan peels back the curtain on real stories of success in the business world, shedding light on the often-overlooked aspects of their journey.

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6. James Jack, Head of UBS Business Owners Segment

6. James Jack, Head of UBS Business Owners Segment