Kestra PWS Out Loud Podcast
Conversation with the C Suite - Rob Bartenstein and Scott Wilson

Conversation with the C Suite - Rob Bartenstein and Scott Wilson

April 4, 2022

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 grown strong businesses after joining.

 

Watch the episode here: https://youtu.be/Opk9_MhAg4U  

Kestra PWS Advisor Roundtable

Kestra PWS Advisor Roundtable

January 19, 2022

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.

Make The Move To Independence

Make The Move To Independence

April 9, 2021

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 unexpected challenges, the support that Kestra Private Wealth Services can provide, and why making the move to independence is the best move you can make.

Wherever The Mind Goes, The Body Will Follow

Wherever The Mind Goes, The Body Will Follow

March 2, 2021

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 greatest assets, so it’s important to understand how to best take care of ourselves long term. Maria Bethel and Rob Bartenstein lead a riveting discussion that you don’t want to miss.

If You Had Access to a Superpower, Would You Use It?

If You Had Access to a Superpower, Would You Use It?

February 22, 2021

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. We’ll talk about how the mind influences the body, the power of tapping into and trusting our instincts, how work and creativity go hand-in-hand, and we’ll leave each listener with three actionable steps for energetic change. You will not want to miss this powerful and inspiring episode, co-hosted by Maria Bethel and Rob Bartenstein that is sure to leave you curious about igniting your light.

Finding Independence with Full Service Support

Finding Independence with Full Service Support

June 8, 2020

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 Professionals deserve a partner who supports you in every aspect of your transition to becoming independent. We leave you free to serve your clients with our advisor-centric infrastructure that supports you on your path to business ownership. While other independent advisors must dedicate a lot of time to office management and logistics, you'll be doing more business. And, spending more of your time the way you want.

Paul Hickey discusses the state of research today, data generation, and the coronavirus.

Paul Hickey discusses the state of research today, data generation, and the coronavirus.

April 2, 2020

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 #FinancialAdvisorPodcast to hear their full conversation, including Paul's take on the coronavirus. 

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