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What if we all had the chance to take a “mulligan” at least once in our business lives? That is, use the proverbial golf do-over rule as a way to reset our goals and expectations and take that shot one more time, but this time from a whole new perspective. That’s exactly the way Ahmie Baum describes his transition to independence. While he was perfectly comfortable at UBS a decade ago, he started to see things a bit differently when his son Brian joined the business. It was an awakening that made him dig deep and evaluate everything to create a clean slate. For the first time in decades, Ahmie started asking himself if UBS was indeed the right partner for the future of the business a legacy that he and Brian would build upon and Brian would someday take over.

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