Luke Ervin is the founding partner of Mission Wealth Management, a team at UBS dedicated to working with entrepreneurs of growth companies. Our podcast showcases various entrepreneurs and their journeys, so we may learn from them, share in their trials and tribulations, and craft new business strategies. We hope to uncover thought-provoking ideas from our guests and lean on our 20 years working with entrepreneurs, to help other aspiring business owners refine their craft and scale to the next level.
For Entrepreneurs, Financial Advisors & Accountants
For Advisors
KLO Financial Services
Stathis Partners, LLC
David Spray
Scott Hanson
Keebeck Wealth Management
GFOS
Dynamic Funds
Francois du Toit
Laura K. Wise
Michael Kitces
Michael Tory
Alan Moore and Michael Kitces
David Boyar & Paul Meissner
Michael Edelstein
Peter Towers
Dominique Henderson, CFP®
Morrie W. Reiff
Jetpack Workflow
TOA Global
Investment Consulting
Brian Thompson
genmfo
Hank Multala
Cindy Brown
XY Media
Financial Planning
Kate Holmes
James Vaughan and Tyler Kennedy
Seward & Kissel LLP
Bridging The Gap
Rubach Wealth
Richard Oring & Erik Garcia
3 Minute Money Tip with Janine Bolon
SUBRATA BISWAS
tru Independence
Sarah Bartholomeusz
Roman Polnar
Altruist
Coldstream Wealth Managment
Momentum Media
Brannon Poe
Roger Knecht
Broc Buckles and Peter Ciravolo
Rob Brown (Accounting Influencers Roundtable - AIR)
Lifeworks Advisors
Nicole Romito
Ben D. Jones and Emily Larsen with BMO Global Asset Management
Mark Bruno
None
Dimensional Fund Advisors
John Carvalho
BGL
Russell Investments
Asset TV
ProProject Bookkeeping
Charlie Van Derven
AICPA
Source Global Research
The Avida Team
Accounting Influencers Broadcast Network
InvestmentNews, Michael Silver, Eric Sheikowitz
RIAcast LLC
Voice from the Hills
Blueleaf
University of Alabama at Birmingham
Justin Hogg
Laura Gregg and David Partain
Laura Gregg and David Partain
kofkinbond
Ken Unger
Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
Adviser 2.0
Private Vista
Steve Sanduski
David DeCelle
Laura Gregg and David Partain
Laura Gregg and David Partain
Laura Gregg and David Partain
Jacqueline Lockie
Mark Goldman CPA
Ray Djani
XY Media
LifeYield
Business Learning Institute
CWB Wealth Management
OBJECTWAY
Slipstream Group
FA Magazine, Jean Edelman
Paul G. McManus
Archive
Clarity 2 Prosperity
Castine LLC / Robin Hodgkins
The Entrepreneurial CPA Podcast
Momentum Media
...For Advisors
Investment Quorum
Financial Planning Association