What if the financial industry’s best-kept secret wasn’t a stock tip, but a storytelling strategy? In this episode, Josh Cary is joined by longtime friend and trailblazer Mitch Slater, a 35-year veteran financial advisor at UBS, who has made it his mission to help advisors stop being invisible and start being known.

Mitch is leading a quiet revolution inside one of the world’s largest financial institutions by fusing decades of Wall Street experience with his first love: broadcasting. From working with Larry King and Howard Stern to pioneering UBS’s in-house podcast and TV division, Mitch shares how personal branding and storytelling are transforming an industry that’s notoriously slow to adapt.

This episode is essential listening for any professional, inside or outside finance, who knows they’re hiding behind credentials and compliance, and is ready to build real trust by being truly seen.

What You’ll Learn in This Episode

Why Most Advisors Stay Hidden

Discover the cultural and psychological reasons financial advisors avoid visibility, and how that limits both their impact and influence.

The Truth About “Time” as an Excuse

Mitch calls out the most common objection professionals use to avoid content creation and how he reframes it into opportunity.

From Radio to ROI: A Media-Driven Career Reinvention

How Mitch transformed his early broadcasting career into a powerhouse visibility platform inside UBS, and how it’s now helping other advisors do the same.

The Power of Storytelling in Finance

Learn why stories beat stats when it comes to building trust and loyalty, and how advisors can use storytelling to become the “first call” in their clients’ lives.

Building Personal Brands in a Regulated World

Mitch breaks down how to navigate compliance while still showing up authentically—and why perfection is overrated.

The Future of Influence in Wealth Management

Why the next generation of clients won’t care about your credentials unless they know who you really are, and what that means for every advisor who wants to stay relevant.

Memorable Quotes

“Advisors don’t have a marketing problem, they have a visibility problem.” – Mitch Slater

“It's not about timing the market. It’s your time in the market, and your time in front of the right people.” – Mitch Slater

“You don’t need a fancy degree to build trust. You need the courage to tell your story.” – Mitch Slater

“If you want to be the first call your clients make, they need to know who you are before they need you.” – Mitch Slater

“Authenticity beats perfection. Every time.” – Mitch Slater