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.
10 Apr 2025
Breaking Free of the Wirehouse Agenda to Enhance Service and Deepen Client Relationships
Chuck Palmer, Randall Klaiber, and Sean O’Riordan explain to Rob Bartenstein and Scott Wilson how breaking away from a wirehouse allows them to enhance client service and deepen relationships through better support and technology in this interview.
22 Jan 2025
Elevating Client Service Standards as an Independent Advisor
Mike Davis discusses with Rob Bartenstein and Scott Wilson how advisors elevate client service standards to achieve growth when starting their own independent firms in this interview.
22 Jan 2025
Independence is the Catalyst for Achieving Your Vision as a Financial Advisor
Klint Kennedy and Bryce Decker discuss their transition from a wirehouse to Kestra Private Wealth Services' independence model with Rob Bartenstein and Scott Wilson, focusing on building a strong entrepreneurial foundation; this is an interview.
22 Jan 2025
Breaking Away to Seize New Opportunities, Elevate Service, and Own Your Future
Dave Johnston and KC Johnston describe to Rob Bartenstein and Scott Wilson how leaving the wirehouse world allowed them to create new opportunities and build a lasting family business in this interview.
22 Jan 2025
How Independence Empowers Advisors to Break Barriers and Build Powerful Businesses
Lisa Turner and Valerie Taggart discuss how independence empowers advisors to overcome challenges, build client trust, and craft personalized client experiences in the wealth management industry, interviewed by Rob Bartenstein and Scott Wilson.
6 Jun 2023
Ep 11: How to Build Your Brand as Financial Advisor
CEO Kris Fu of Maven Bridge Capital discusses brand building for financial advisors with host Rob Bartenstein, CEO of Kestra PWS, emphasizing podcasting and niche development in this interview.
9 May 2023
Ep 10: A Former Wirehouse Advisor Shares Their Experience Transitioning to an RIA
Matt West recounts his transition from a wirehouse to Kestra Private Wealth Services in an interview with Rob Bartenstein and Scott Wilson, highlighting the challenges and unknowns of change.
4 Apr 2023
Ep 9: How Advisor Needs Are Evolving (And How We Support Them)
Robert Bartenstein and Scott Wilson explore the evolving needs of financial advisors, focusing on trends, technology, and real estate support in this episode.
13 Jul 2022
Ep 8: How Independence Can Benefit Your Clients
This episode explores how independent advisors gain flexibility outside wirehouse mandates, allowing them to customize their services and better serve clients of all account sizes.
4 Apr 2022
Ep 7: Conversation with the C Suite - Rob Bartenstein and Scott Wilson
Kestra CEO Rob Bartenstein and COO Scott Wilson analyze the key factors driving Kestra's 2021 success and how advisors expanded their businesses after joining, in this interview episode.
19 Jan 2022
Ep 6: Kestra Private Wealth Services Advisor Roundtable
Kestra PWS CEO Rob Bartenstein interviews firm principals about transitioning from wirehouses, highlighting the benefits to their practices and personal lives in this roundtable discussion.
9 Apr 2021
Ep 5: Make The Move To Independence
Bradley Saunders, Keith Brandt, and Krista Murray discuss their experiences transitioning to independent financial advising, highlighting unexpected hurdles and the support available through Kestra Private Wealth Services in this interview.
2 Mar 2021
Ep 4: Wherever The Mind Goes, The Body Will Follow
Wellness Coach Jeff White discusses the crucial connection between physical and mental well-being with hosts Maria Bethel and Rob Bartenstein, emphasizing long-term self-care in this interview.
22 Feb 2021
Ep 3: If You Had Access to a Superpower, Would You Use It?
Health coach Jolene Hart explores the connection between mind and body, discussing how to harness personal energy and intuition to ignite individual potential in this interview with Maria Bethel and Rob Bartenstein.
8 Jun 2020
Ep 2: Finding Independence with Full Service Support
Rob Bartenstein and Scott Wilson explore the transition from wirehouse to full independence, highlighting how comprehensive support allows financial professionals to focus on client service and business growth in this interview episode.
2 Apr 2020
Ep 1: Paul Hickey discusses the state of research today, data generation, and the coronavirus
Paul Hickey, co-founder of Bespoke Investment Group, discusses data aggregation and his perspective on the coronavirus with Rob Bartenstein in this interview.
Who has been a guest on Kestra PWS Out Loud Podcast
Names identified in recent episode analyses. Showing up to five guests.
Chuck Palmer
Randall Klaiber
Sean O’Riordan
Klint Kennedy
Bryce Decker
Podcast Authority Score: 13 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
25
Social presence
0
YouTube
0
Engagement
0
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