Kestra PWS Out Loud Podcast

In this episode of Kestra PWS On the Fly, Chuck Palmer, Randall Klaiber, and Sean O'Riordan of Kindred Wealth Partners join Rob Bartenstein and Scott Wilson to discuss why they chose to breakaway from the wirehouse, how the Kestra Private Wealth Services fully supported independent model delivers a greater support infrastructure, and what new tools and technology they can leverage to deepen client relationships and create greater outcomes.  

In this episode of ‘PWS on the Fly,' Mike Davis of Summiteer Financial joins Rob Bartenstein and Scott Wilson to discuss the mindset an advisor should have when breaking away to start their own firm, elevating client service to drive growth, and advice on how to evaluate your unique circumstances if you are considering independence.

In this episode of ‘PWS on the Fly,' Klint Kennedy and Bryce Decker of Catalyst Retirement Solutions join Rob Bartenstein and Scott Wilson to talk about their journey breaking away from the wirehouse and leveraging Kestra Private Wealth Services' full-service independence model. Klint and Bryce share their insights on the transition process, finding the perfect office space, and creating a strong entrepreneurial foundation while highlighting their long-term vision of expanding the regional footprint of Catalyst Retirement Solutions.

In this episode of “PWS on the Fly,' the father-son duo Dave and KC Johnston of White Cap Wealth Management join Rob Bartenstein and Scott Wilson to discuss their evolution from wirehouse advisors to entrepreneurs and how that evolution has enhanced their lives and the value they deliver to their clients. Together, Dave and KC highlight the advantages and new opportunities that come with independence, such as owning your office building, expanding via tuck-ins, leveraging a diverse arsenal of tools and technology to make their jobs easier, and building a valuable family business that will last generations.

In this episode of "PWS on the Fly," hosts Rob Bartenstein and Scott Wilson sit down with Lisa Turner and Valerie Taggart from Katella Wealth Management in Salt Lake City. Lisa shares her inspiring journey from starting in the financial industry to founding her own wealth management firm. Valerie talks about transitioning from the automotive industry, bringing a high-net-worth clientele into the wealth space. Together, they discuss the advantages of being women in a male-dominated industry, the vision for growing their business, and the power of independence with the support of PWS. Filled with insights on overcoming challenges, building client trust, and crafting a personalized client experience, this episode highlights the collaborative spirit that fuels their growing empire.

Let's talk marketing for financial advisors. In this episode we are joined by Kris Fu, CEO of Maven Bridge Capital. Our Host Rob Bartenstein, CEO of Kestra PWS, speaks with Kris who joined our platform 2 years ago. They discuss the evolution of brand building, with an emphasis on podcasting. Learn how Kris developed his client niche and advice for wirehouse advisors considering a move to independence.

A transition story. Matt West officially left the wirehouse to join Kestra Private Wealth Services in Fall 2022. He says change is always difficult as you dive into the unknown. Our hosts Rob Bartenstein and Scott Wilson explore what the process was like for Matt.

Join Robert Bartenstein and Scott Wilson on Kestra PWS Out Loud for insights and advice on the latest trends, technology, and real estate support for financial advisors.

For wirehouse advisors, the promise of improved flexibility and ownership has long been a draw to go independent. However, those benefits can extend to your clients as well. Free from certain wirehouse mandates, some independent advisors say they can cater their practice more towards the needs of their clientele, regardless of the size of their accounts.   In this webinar hosted by Financial Advisor IQ, you will hear from 2 advisors and 1 executive from Kestra Private Wealth Services.   Panelists: Jeff Boudjouck, Managing Partner, Northeast Investment Group Keith Brandt, President, California Wealth Transitions Scott Wilson, Chief Operating Officer, Kestra PWS

Kestra Private Wealth Services CEO Rob Bartenstein and COO Scott Wilson come together to discuss what factors that drove the firm's successes of 2021, along with how advisors have built and grown strong businesses after joining.   Watch the episode here: https://youtu.be/Opk9_MhAg4U  

It may seem daunting to leave the perceived comfort of the wirehouse but once you take that step, you'll never want to go back. Listen as Kestra PWS CEO Rob Bartenstein speaks with three firm principles as they talk through why they made the change and how it's benefitted their practices and their lives.

Guests Bradley Saunders, Keith Brandt, and Krista Murray join KestraKPWS Out Loud to share advice about their journey to becoming independent financial advisors. Tune in to hear more about the unexpected challenges, the support that Kestra Private Wealth Services can provide, and why making the move to independence is the best move you can make.

In this podcast episode, we're speaking with Wellness Coach, Author, and former Financial Advisor, Jeff White, to discuss the importance of physical and mental fitness. Our mind and body are our greatest assets, so it's important to understand how to best take care of ourselves long term. Maria Bethel and Rob Bartenstein lead a riveting discussion that you don't want to miss.

In this podcast session, former InStyle magazine beauty editor-turned author and health coach, Jolene Hart, will teach us how to tap into our (underrated) individual superpower– personal energy. We'll talk about how the mind influences the body, the power of tapping into and trusting our instincts, how work and creativity go hand-in-hand, and we'll leave each listener with three actionable steps for energetic change. You will not want to miss this powerful and inspiring episode, co-hosted by Maria Bethel and Rob Bartenstein that is sure to leave you curious about igniting your light.

In this podcast episode, Rob Bartenstein and Scott Wilson discuss what it's like to exit the wirehouse and become fully independent with the industry's premier turn-key model. Financial Professionals deserve a partner who supports you in every aspect of your transition to becoming independent. We leave you free to serve your clients with our advisor-centric infrastructure that supports you on your path to business ownership. While other independent advisors must dedicate a lot of time to office management and logistics, you'll be doing more business. And, spending more of your time the way you want.

In our first episode of #KestraPWSOutLoud, Paul Hickey, co-founder of Bespoke Investment Group, joins our CEO Rob Bartenstein to discuss how Bespoke aggregates its data. Tune into our #FinancialAdvisorPodcast to hear their full conversation, including Paul's take on the coronavirus.