Podcasts by Kestra PWS Out Loud Podcast
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Ep 11: How to Build Your Brand as Financial Advisor from 2023-06-06T08:00
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 p...
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Ep 10: A Former Wirehouse Advisor Shares Their Experience Transitioning to an RIA from 2023-05-09T11:48:42
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 Ba...
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Ep 9: How Advisor Needs Are Evolving (And How We Support Them) from 2023-04-04T15:11:29
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.
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Ep 8: How Independence Can Benefit Your Clients from 2022-07-13T13:37:18
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 wi...
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Ep 7: Conversation with the C Suite - Rob Bartenstein and Scott Wilson from 2022-04-04T19:02:27
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 grow...
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Ep 6: Kestra Private Wealth Services Advisor Roundtable from 2022-01-19T15:59:17
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 pr...
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Ep 5: Make The Move To Independence from 2021-04-09T09:26:56
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 u...
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Ep 4: Wherever The Mind Goes, The Body Will Follow from 2021-03-02T18:38:32
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...
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Ep 3: If You Had Access to a Superpower, Would You Use It? from 2021-02-22T15:04:47
In this podcast session, former InStyle magazine beauty editor-turned author and health coach, Jolene Hart, will teach us how to tap into our (underrated) individual superpower– personal energy....
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Ep 2: Finding Independence with Full Service Support from 2020-06-08T18:50:56
In this podcast episode, Rob Bartenstein and Scott Wilson discuss what it's like to exit the wirehouse and become fully independent with the industry's premier turn-key model. Financial Professi...
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Ep 1: Paul Hickey discusses the state of research today, data generation, and the coronavirus from 2020-04-02T15:41:35
In our first episode of #KestraPWSOutLoud, Paul Hickey, co-founder of Bespoke Investment Group, joins our CEO Rob Bartenstein to discuss how Bespoke aggregates its data. Tune into our #Financial...
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