كيف يخطط رئيس المستشارين الماليين الجدد في UBS في الولايات المتحدة لوقف تسرب العملاء وتعزيز النمو

Lisa Golia’s promotion in March to lead UBS’ 5,600-strong U.S. financial advisor workforce was a crowning achievement for an industry veteran who wasn’t originally interested in the field. But Golia hasn’t had much time to celebrate: She’s now at the center of a high-stakes initiative to turn around the business, which has struggled recently with advisor attrition and asset outflows.

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