Ron Bass

Examiner
DISC Type : cs

Market Director at UBS

Louisville, Kentucky, United States

Overview

Ron Bass is a seasoned financial professional with over 25 years of experience, currently serving as the Market Director for UBS in the Kentucky/Downtown Cincinnati Market. His leadership focuses on coaching, recruiting, and fostering a collaborative culture to drive excellence in wealth management. He holds a bachelors degree in Marketing from the University of Louisville.

Outside of his professional life, Ron resides in Union, KY, and enjoys a variety of hobbies including boating, fishing, playing golf, running, and cooking. He prioritizes spending quality time with his wife, Julie, their two daughters, and friends.

He has an interest in celebrating local craftsmanship, having hosted a client event called "Beyond Bourbon" as part of the UBS House of Craft series.

Personality Overview

Tough To Convince

Status Quo Seeker

Overcautious

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They are always well-planned and adopt a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Advisor Recruiting
His role explicitly involves recruiting experienced wealth management professionals, and he actively shares content related to financial advisors switching firms.
AI in Wealth Management
He recently shared posts highlighting how UBS is leveraging firm-built AI to help advisors save time and grow their business faster.
Team Culture
He emphasizes fostering a close-knit, supportive, family-like office culture and is known for his collaborative approach with his team.

Media Appearances

Ron has no verified media appearances

Work History

2-2025
Market Director at UBS
2-2025
Market Director at UBS
4-2015 - 2-2025
Executive Director | Market Manager at Morgan Stanley
5-2011 - 4-2015
Branch Manager, First Vice President at Morgan Stanley
10-2009 - 5-2011
Business Development Officer, Vice President at Morgan Stanley

Education

1994 - 1998
BS from University of Louisville

More Information

Social Presence :

Prographics :

Exp : 16 Location : Louisville, Kentucky, United States Job Level : Mid-senior Designation : Market Director at UBS
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Insights For Selling To Ron

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ron is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Ron

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Ron move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Ron take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Ron

Personality Compatibility


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