Ep 10: A Former Wirehouse Advisor Shares Their Experience Transitioning to an RIA

Kestra PWS Out Loud Podcast
09/05/2023 15 min Episodio 10
Ep 10: A Former Wirehouse Advisor Shares Their Experience Transitioning to an RIA

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Episode Synopsis

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.

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