Kestra PWS Episode 5: How Independence Can Benefit Your Clients
In this episode of Kestra PWS Out Loud, KPWS COO Scott Wilson and advisors Jeff Boudjouck and Keith Brandt discuss how the wirehouse benefits extend to their clients.
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Kestra PWS Episode 4: Wherever the Mind Goes, the Body Will Follow
In the latest episode of Kestra PWS Out Loud, Rob Bartenstein and Maria Bethel lead a riveting discussion with Jeffrey White, a wellness coach, best-selling author, and former financial advisor.
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Episode 12: Portfolio Construction Advice
Paul Ma, Vice President and Lead Portfolio Strategist at Fidelity, breaks down the balance of managing assets and holistic financial planning in our latest episode of Kestra Out Loud.
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Episode 11: The Power of Outsourcing with Rico Casares
In the latest episode of Kestra Out Loud, we spoke with Rico Casares, VP - Platinum Business Consultant at AssetMark, a turnkey asset management program, about the ways outsourcing can benefit your business while saving you time.
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