
Becoming Miss and Mr. Independent (with Nicole Lapin)
The Stacking Benjamins Show
00:00
U B S
I'm hoping that this will open up a path for the brokers at u b s to be encouraged to work with people who are under the, you know, 250 k or five h limit. Because all the big brokers companies, merrill and morgan and and u b s, they didn't say, were we're not going to accept clients that have under x dollars. So maybe by this acquisition, that, well, have a path for people to get advice. You not further financial planing golds not just a great acid application that's tax lost harvest.
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