How Advisors Build Stronger Firms and Cultures
Choosing Independence: How Advisors Build Stronger Firms and Cultures
Eagle Harbor Advisors, Andy Wilkins, and Glen Turner join Kestra's Rob Bartenstein and Scott Wilson to discuss leaving the wirehouse environment. Watch them reflect on how they unlocked new opportunities to serve clients, grow their practice, and build a team culture they're proud of.
How Becoming Independent Changed Their Client Relationships
Many advisors wonder how their breakaway from the wirehouse will affect their client base. So, what did clients tell Eagle Harbor Advisors when they made their exit from Meryll Lynch?
What happened was unexpected, but it's something most advisors often experience after their initial breakaway.
Watch the podcast to hear about their journey and their client's reaction after leaving the wirehouse.
In this podcast, you’ll discover...
- How becoming independent changed their client relationships
- What influenced Andy and Glenn to start their own advisory firm
- What Advisors can expect from clients when they go independent
- Why both advisors chose to parter with Kestra Private Wealth Services
- What being independent has done for the advisor's work-life balance
