A Model of Supported Independence That Fills the "Fear Gap" Podcast
Rob Bartenstein and his partner Scott Wilson, wirehouse breakaways themselves, felt that a chasm existed in the landscape – one that they refer to as the “fear gap” – which stopped many advisors from pursuing independence. The partners took their decades of experience with the likes of Merrill Lynch, Morgan Stanley and UBS, put their “advisors’ hats on” and set out to fill that chasm—giving rise to Kestra PWS. The firm has since become a popular path for breakaways who seek the freedom and flexibility of independence without the hassle of having to build their own firm from scratch.
Diamond Consultants, April 18, 2019
