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.

Seeing the Future Through the Eyes of the Client: A $770mm UBS Breakaway Story

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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Seeing the Future Through the Eyes of the Client: A $770mm UBS Breakaway Story

Seeing the Future Through the Eyes of the Client: A $770mm UBS Breakaway Story

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