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The Case for Supported Independence — Scott Wilson of Kestra Financial (075)
Scott and I discuss the challenges advisors face when transitioning to independence, particularly the unfamiliar aspects of running their own business.
Scott (COO of Kestra Private Wealth Services) explains their fully supported model, which handles real estate, technology, compliance, and ongoing support. He discusses what an ideal advisor looks like for Kestra's supported model, as well as thespecifics around the costs associated and the overall time commitment.
• Insider's Guide to Financial Advisor Independence
• Overcome the Fear of Going Independent
• Fully Supported Model: Minimize Operational Stress
• Real-World Strategies for Transitioning from Wirehouse
• Maximize Profitability and Client Focus
• Expert Insights from 150+ Independent Office Launches
• Navigate Technology, Compliance, and Infrastructure Challenges
• Proven Path to Business Ownership for Financial Advisors
---
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywale
---
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.co...
View all episodes
By Corey Walen
5
99 ratings
Scott and I discuss the challenges advisors face when transitioning to independence, particularly the unfamiliar aspects of running their own business.
Scott (COO of Kestra Private Wealth Services) explains their fully supported model, which handles real estate, technology, compliance, and ongoing support. He discusses what an ideal advisor looks like for Kestra's supported model, as well as thespecifics around the costs associated and the overall time commitment.
• Insider's Guide to Financial Advisor Independence
• Overcome the Fear of Going Independent
• Fully Supported Model: Minimize Operational Stress
• Real-World Strategies for Transitioning from Wirehouse
• Maximize Profitability and Client Focus
• Expert Insights from 150+ Independent Office Launches
• Navigate Technology, Compliance, and Infrastructure Challenges
• Proven Path to Business Ownership for Financial Advisors
---
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywale
---
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.co...
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