Kestra PWS Podcast

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.

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.

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.

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.

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.

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.

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

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.

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 our platform 2 years ago. They discuss the evolution of brand building, with an emphasis on podcasting. Learn how Kris developed his client niche and advice for wirehouse advisors considering a move to independence.