Elevating Client Service Standards as an Independent Advisor

Kestra PWS Out Loud Podcast
22/01/2025 28 min Temporada 2 Episodio 4
Elevating Client Service Standards as an Independent Advisor

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Episode Synopsis

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.

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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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