Kestra PWS Podcast

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

Thu, 10 Apr 2025 16:50:00 -0300

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.

Elevating Client Service Standards as an Independent Advisor

Fri, 24 Jan 2025 16:49:00 -0400

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 for evaluating your unique circumstances if you are considering independence.

Independence is the Catalyst for Achieving Your Vision as a Financial Advisor

Thu, 23 Jan 2025 16:48:00 -0400

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 insights on the transition process, finding office space, creating a strong entrepreneurial foundation, and their long-term vision of expanding the regional footprint of Catalyst Retirement Solutions.

Breaking Away to Seize New Opportunities, Elevate Service, and Own Your Future

Wed, 22 Jan 2025 16:47:00 -0400

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 clients. They highlight opportunities that come with independence, including owning an office building, expanding via tuck-ins, leveraging tools and technology, and building a family business designed to last generations.

How Independence Empowers Advisors to Break Barriers and Build Powerful Businesses

Wed, 22 Jan 2025 14:44:00 -0400

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 journey from starting in the financial industry to founding her own wealth management firm. Valerie discusses transitioning from the automotive industry and bringing a high-net-worth clientele into the wealth space. Together, they discuss the advantages of being women in a male-dominated industry, growing their business, independence with PWS support, overcoming challenges, building client trust, and creating a personalized client experience.

How to Build Your Brand as Financial Advisor

Tue, 06 Jun 2023 14:43:00 -0300

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 the platform two years earlier. They discuss the evolution of brand building, with an emphasis on podcasting, how Kris developed his client niche, and advice for wirehouse advisors considering a move to independence.

A Former Wirehouse Advisor Shares Their Experience Transitioning to an RIA

Tue, 09 May 2023 14:42:00 -0300

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. Hosts Rob Bartenstein and Scott Wilson explore what the process was like for Matt.

Make The Move To Independence

Fri, 09 Apr 2021 14:37:00 -0300

Guests Bradley Saunders, Keith Brandt, and Krista Murray share advice about their journeys to becoming independent financial advisors. The discussion covers unexpected challenges, the support Kestra Private Wealth Services can provide, and why making the move to independence may be the best move.

Wherever The Mind Goes, The Body Will Follow

Tue, 02 Mar 2021 14:32:00 -0400

Wellness coach, author, and former financial advisor Jeff White discusses the importance of physical and mental fitness. The episode explores how to care for the mind and body as long-term assets. Maria Bethel and Rob Bartenstein lead the discussion.

Kestra PWS Advisor Roundtable

Tue, 19 Jan 2021 14:38:00 -0400

It may seem daunting to leave the perceived comfort of the wirehouse, but once you take that step, you may never want to go back. Kestra PWS CEO Rob Bartenstein speaks with three firm principals about why they made the change and how it benefited their practices and lives.