Ep 6: Kestra Private Wealth Services Advisor Roundtable - a podcast by kestrapwsoutloud

from 2022-01-19T15:59:17

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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 principles as they talk through why they made the change and how it's benefitted their practices and their lives.