Kestra PWS Podcast

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.

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.

Join Robert Bartenstein and Scott Wilson on Kestra PWS Out Loud for insights and advice on the latest trends, technology, and real estate support for financial advisors.

For wirehouse advisors, the promise of improved flexibility and ownership has long been a draw to go independent. However, those benefits can extend to your clients as well. Free from certain wirehouse mandates, some independent advisors say they can cater their practice more towards the needs of their clientele, regardless of the size of their accounts.

Kestra Private Wealth Services CEO Rob Bartenstein and COO Scott Wilson come together to discuss what factors that drove the firm's successes of 2021, along with how advisors have built and grown strong businesses after joining.

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.

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.

Guests Bradley Saunders, Keith Brandt, and Krista Murray join KestraKPWS Out Loud to share advice about their journey to becoming independent financial advisors. Tune in to hear more about the unexpected challenges, the support that Kestra Private Wealth Services can provide, and why making the move to independence is the best move you can make.

In this podcast episode, we’re speaking with Wellness Coach, Author, and former Financial Advisor, Jeff White, to discuss the importance of physical and mental fitness. Our mind and body are our greatest assets, so it’s important to understand how to best take care of ourselves long term. Maria Bethel and Rob Bartenstein lead a riveting discussion that you don’t want to miss.

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.