Ep 6: Kestra Private Wealth Services Advisor Roundtable

Kestra PWS Out Loud Podcast
19/01/2022 33 min Episodio 6
Ep 6: Kestra Private Wealth Services Advisor Roundtable

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Episode Synopsis

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.

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Ep 11: How to Build Your Brand as Financial Advisor 06/06/2023
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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
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