On the Fly Podcast 4: Elevating Client Service Standards
Mike Davis of Summiteer Financial shares insights on breaking away, elevating client service, and evaluating your path to independence in this episode of ‘PWS on the Fly.
Load More01/28/2025
Mike Davis of Summiteer Financial shares insights on breaking away, elevating client service, and evaluating your path to independence in this episode of ‘PWS on the Fly.
Load More01/21/2025
Klint Kennedy & Bryce Decker share their journey to independence, leveraging Kestra PWS, finding the perfect office, and expanding Catalyst Retirement Solutions.
Load More11/07/2024
In this episode of “PWS on the Fly,’ the father-son duo Dave and KC Johnston of White Cap Wealth Management join Rob Bartenstein and Scott Wilson.
Load More10/25/2024
In this episode of "PWS on the Fly," hosts Rob Bartenstein and Scott Wilson sit down with Lisa Turner and Valerie Taggart from Katella Wealth Management in Salt Lake City
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