Breaking Free of the Wirehouse Agenda to Enhance Service and Deepen Client Relationships

Kestra PWS Out Loud Podcast
10/04/2025 28 min Episodio 12
Breaking Free of the Wirehouse Agenda to Enhance Service and Deepen Client Relationships

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Episode Synopsis




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.  


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Independence is the Catalyst for Achieving Your Vision as a Financial Advisor 22/01/2025
Breaking Away to Seize New Opportunities, Elevate Service, and Own Your Future 22/01/2025
How Independence Empowers Advisors to Break Barriers and Build Powerful Businesses 22/01/2025
Ep 11: How to Build Your Brand as Financial Advisor 06/06/2023
Ep 10: A Former Wirehouse Advisor Shares Their Experience Transitioning to an RIA 09/05/2023
Ep 9: How Advisor Needs Are Evolving (And How We Support Them) 04/04/2023
Ep 8: How Independence Can Benefit Your Clients 13/07/2022
Ep 7: Conversation with the C Suite - Rob Bartenstein and Scott Wilson 04/04/2022
Ep 6: Kestra Private Wealth Services Advisor Roundtable 19/01/2022
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