The Heart of the Matter

UBS advisor podcasts · ubs.com

The Heart of the Matter is a podcast that explores what truly matters in financial services: relationships, trust, and being authentic. Hosted by Shari Winkelman, each episode features thoughtful conversations with colleagues across UBS about showing up as your real self and building meaningful connections over time. With warmth and curiosity, Shari brings forward stories that highlight the power of connection, candor, and care.

5 episodes

2mo ago latest

fortnightly cadence

English language

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Episodes 5

Leadership Beyond the Title: Caring and Respect Reflected in Actions – Follow-Through, Touchpoints, and Mentorship
2mo ago · 23:17
Julie Fox didn’t set out on a conventional path to wealth management, and that perspective has shaped the leader she is today. In this episode Julie discusses the mentors who took a chance on her, the importance of creating opportunities for others and why real leadership comes down to clarity and accountability.
Legacy in Action: A Father-Son Approach to Planning and Care
2mo ago · 16:05
In this episode, UBS Financial Advisors Eric and Joe Rosen explore what it means to build a lasting practice across generations. Together they reflect on work ethic, complementary strengths, holistic planning and the trust that turns client relationships into something far more personal. Join us for an insightful discussion on how legacy is shaped not just by succession, but by showing up with heart, consistency and care.
All In on Entrepreneurs: Partnership, Insight, and the UBS Edge
2mo ago · 31:45
Financial advisor Elijah Dornstreich shares how going “all in” on business owners shaped his practice. We discuss how he builds deep partnerships, switches seamlessly between big-picture strategy and detailed execution and embeds himself in every stage of the journey. Leveraging the breadth of UBS capabilities, from M&A insights to cross-border solutions, he delivers a tailored approach that helps entrepreneurs scale, prepare for liquidity events and turn complexity into opportunity.
Legacy in Action: Building Trust and Education in Retirement Planning
4mo ago · 16:47
Join Shari Winkelman as she interviews Brian Catanella, Senior Vice President and Senior Retirement Plan Consultant at UBS. In this episode, Brian shares the story of his family’s legacy in financial services, working alongside his father to build a collaborative, trust-driven team. Discover how Brian’s team partners closely with employers and employees, tailoring educational programs and financial wellness initiatives to meet diverse needs.
Behind the Mic: Authentic Storytelling at UBS
4mo ago · 21:25
Discover how Anthony Pastore, Head of Broadcast Communications and Executive Producer at UBS Studios, transformed his creative passion into a powerhouse media role. In this episode, Anthony shares insights on the importance of authenticity and how financial professionals can embrace their unique stories, connect genuinely with clients and build trust through transparent communication.