Kestra PWS Out Loud Podcast kestrapwsoutloud

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.

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.