Breaking Free of the Wirehouse Agenda
Watch the latest episode of Kestra PWS On the Fly featuring the Kindred Wealth Partners team. They discuss why they left the wirehouse model, how the fully supported independent model of Kestra Private Wealth Services delivers a superior support infrastructure for breakaway advisors, and what new tools and technology they’ve started to leverage to strengthen their client relationships and create greater outcomes.
Kindred Wealth Partners Team:
Chuck Palmer, CFP®
Randall Klaiber, CFP®
Season O’Riordan, CFP®, CFA
Hosts:
Rob Bartenstein, Chief Executive Officer, Kestra Private Wealth Services
Scott Wilson, Chief Operating Officer, Kestra Private Wealth Services
