Charting The Course
UBS advisor podcasts“Charting The Course” is a podcast hosted by The Hilton Group at UBS Private Wealth Management to navigate the ‘rocks and reefs’ that life and financial markets can present. Each lively episode helps affluent investors set out on the proper course toward making smart financial decisions so they can spend more time doing what they love.
| Publishes | Daily | Episodes | 7 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Categories | NewsBusiness News | ||||
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Latest Episodes
Jamie Hilton, managing director at The Hilton Group at UBS, reiterates the importance of discovering one's true cost of living BEFORE a business exit, including figuring out your personal budget and financial resources. In this episode, Jamie further... more
In this episode, The Hilton Group Managing Director Jamie Hilton shares seven transition strategies and answers questions such as: How can a business owner determine which transition option is best? When is the right time to communicate to employees ... more
In this episode, The Hilton Group Managing Director Jamie Hilton covers the importance of aligning business, personal and financial goals when planning an exit; how to get enlightened about true business value; the right time to start planning; how t... more
Jamie Hilton, managing director at The Hilton Group at UBS, discusses why having a financial plan is so important especially during a volatile market. In this episode, Jamie defines what a volatile market is; putting your money to work; the benefits ... more
Kara Museler, senior vice president/wealth manager at UBS, reveals that 25% of certified financial planners in the U.S. are female, and women clients remain typically underserved by their male counterparts. In this episode, Kara’s three decades of ex... more
Anthony “Tony” Cerino, financial advisor at UBS, discusses the influence of psychological biases and emotions that can affect market outcomes. Why do investors lack self control and act against their own best interests to make decisions when it comes... more
This is the inaugural episode of The Hilton Group's "Charting The Course" podcast so it's only fitting to hear about the early days of how this wealth management team initially met and started working together, and how they charted their own course t... more
Key Facts
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #227 |  United States/News/Business News |
Top Business News Podcasts
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | Location | Interests | |||
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| Professions | Age Range | Household Income | |||
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Frequently Asked Questions About Charting The Course
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How many episodes of Charting The Course are there?
Charting The Course launched 3 years ago and published 7 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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