Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
353: The 4 Pillars of Advisor Independence (and What It Really Takes to Make the Leap)
In this episode, I sit down with Rob Bartenstein (President) and Scott Wilson (Senior Managing Partner), the co-founders of Kestra Private Wealth Services, to explore how the industry has evolved over time and what independence looks like now. From their early days at broker dealers to leadership roles at major wirehouses, they share the pivotal moments that led them to build a business centered around the advisor-client relationship. We talk through the challenges advisors face within traditional firm structures and what it really takes to transition into a more supported, independent model…
The skinny
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