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In this episode of Kestra PWS On the Fly, Gary Kiemele of WestPeak Private Wealth joins Rob Bartenstein and Scott Wilson to discuss how the freedom and flexibility of independence have enhanced Gary’s business and created new opportunities to deliver superior client service. Gary, Rob, and Scott also reflect on the transition process and why former wirehouse advisors are always thrilled with their decision to pursue independence.
By Kestra Financial5
55 ratings
In this episode of Kestra PWS On the Fly, Gary Kiemele of WestPeak Private Wealth joins Rob Bartenstein and Scott Wilson to discuss how the freedom and flexibility of independence have enhanced Gary’s business and created new opportunities to deliver superior client service. Gary, Rob, and Scott also reflect on the transition process and why former wirehouse advisors are always thrilled with their decision to pursue independence.