Ep 10: A Former Wirehouse Advisor Shares Their Experience Transitioning to an RIA - a podcast by kestrapwsoutloud

from 2023-05-09T11:48:42

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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.