How Supported Independence Has Changed the Industry with Kestra Private Wealth Services
On this episode of Firm Transitions I’m joined with Rob Bartenstein, CEO of Kestra Private Wealth Services, and Scott Wilson, Chief Operating Officer, Kestra Private Wealth Services.
Our discussion goes deep into how supported independence has completely changed the industry through independent autonomy and employee convenience.
#FATransition #CoreyWalen #financialadvisor #independentadvisor
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