Kestra PWS Out Loud Podcast

kestrapwsoutloud
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The entrepreneur's podcast

  1. 12/16/2025

    Bridging Success and Fulfillment as a Fully Supported Independent Advisor

    In this episode of Kestra PWS On the Fly, Gary Baker of Undivided Wealth Management joins Rob Bartenstein and Scott Wilson to discuss transitioning from the wirehouse to become a true entrepreneur through our fully supported independent model. Gary shares how independence has enabled him to not only reach new levels of success but become more fulfilled in all aspects of his life.

    35 min

  2. 04/10/2025

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

    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.

    28 min

  3. 01/22/2025

    Elevating Client Service Standards as an Independent Advisor

    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.

    29 min

  4. 01/22/2025

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

    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.

    31 min

  5. 01/22/2025

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

    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 their clients. Together, Dave and KC highlight the advantages and new opportunities that come with independence, such as owning your office building, expanding via tuck-ins, leveraging a diverse arsenal of tools and technology to make their jobs easier, and building a valuable family business that will last generations.

    33 min

  6. 01/22/2025

    How Independence Empowers Advisors to Break Barriers and Build Powerful Businesses

    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 inspiring journey from starting in the financial industry to founding her own wealth management firm. Valerie talks about transitioning from the automotive industry, bringing a high-net-worth clientele into the wealth space. Together, they discuss the advantages of being women in a male-dominated industry, the vision for growing their business, and the power of independence with the support of PWS. Filled with insights on overcoming challenges, building client trust, and crafting a personalized client experience, this episode highlights the collaborative spirit that fuels their growing empire.

    28 min

  7. 06/06/2023

    Ep 11: How to Build Your Brand as Financial Advisor

    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.

    15 min

  8. 05/09/2023

    Ep 10: A Former Wirehouse Advisor Shares Their Experience Transitioning to an RIA

    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.

    16 min
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About

The entrepreneur's podcast

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  • Creator
    kestrapwsoutloud
  • Years Active
    2K
  • Episodes
    17
  • Rating
    Clean
  • Copyright
    © Copyright 2020 All rights reserved.
  • Show Website
    Kestra PWS Out Loud Podcast