Why Independence Changes Everything for Financial Advisors
Why Independence Changes Everything for Financial Advisors
Rob Bartenstein and Scott Wilson, join Brendan McCarthy and Brian Laughlin of Three Bridges Planning in Melbourne, Florida. The advisors share their break away journey from the wirehouse, emphasizing the choices they made while transitioning into a more independent model with Kestra Private Wealth Services.
Discover how their business has grown steadfastly over the years and why they initially chose to partner with Kestra Private Wealth.
Looking Ahead with Expanding Horizons
Client relationships at Three Bridges Planning have evolved, integrating deeper financial planning services that extend beyond just wealth management. This holistic approach ensures robust client retention and referrals, as personal and family goals become focal points of engagement.
Brendan and Brian's profound understanding of their clients has fostered trust. Having navigated similar challenges themselves, watch the podcast to uncover Three Bridges’ insights into their entrepreneurial journey.
In this podcast, you’ll discover...
- How Kestra provided Three Bridges with breakaway confidence
- Why Three Bridges chose Kestra after their due diligence stage
- How client relationships have evolved since their wirehouse exit
- nsights for advisors who are considering leaving the wirehouse
- What Three Bridges is doing to stand out from their competition
