2025 Top Retirement Plan Adviser: Bill Sobers
Thoughts from Bill Sobers, with Bahbah Sobers Wealth Management, a UBS Financial Services company.
This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better. These are the responses from Bill Sobers of Bahbah Sobers Wealth Management, a UBS Financial Services company in Phoenix, Arizona.
PLANADVISER: What does it take to be a successful retirement plan adviser in 2025?
Sobers: Success in 2025 means being adaptable, tech-savvy and client-focused. Keeping up with industry trends and regulatory changes and using advanced financial planning tools are vital. Strong client relationships and personalized solutions remain key.
PLANADVISER: Has the focus or character of your practice shifted meaningfully over time to respond to evolving client demands, market pressures, or the emergence of new technologies?
Sobers: Our practice has evolved significantly. From traditional retirement planning, we’ve embraced digital financial tools and now offer more personalized, holistic advice to meet changing client expectations and stay competitive.
PLANADVISER: What are some of the most important growth strategies that have generated success for your firm? Where do you source new clients most effectively?
Sobers: Referrals from satisfied clients are our best growth strategy. We also invest in digital marketing and social media outreach, and we host educational seminars to expand our reach and showcase our expertise.
PLANADVISER: What is something you or your team learned the hard way about this business?
Sobers: We’ve learned the importance of continuous education and staying ahead of regulatory changes. The financial landscape is always shifting, and keeping up with new regulations is crucial to avoid compliance issues and setbacks.
PLANADVISER: How do you foresee the retirement plan industry evolving in the coming decade? Will your practice look much the same in 10 years, or do you see significant evolution coming?
Sobers: We see significant evolution driven by technological advancements, changing demographics and evolving client expectations. Our practice will embrace innovation and expand services to include comprehensive financial wellness programs, with personalized, technology-driven solutions playing a central role.
| Click to see the list of 2025 Top Retirement Plan Advisers |
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