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Breaking Free of the Wirehouse Agenda to Enhance Service and Deepen Client Relationships
Kestra PWS Out Loud Podcast
28 minutes
7 months ago
Breaking Free of the Wirehouse Agenda to Enhance Service and Deepen Client Relationships
In this episode of Kestra PWS On the Fly, Chuck Palmer, Randall Klaiber, and Sean O’Riordan of Kindred Wealth Partners join Rob Bartenstein and Scott Wilson to discuss why they chose to breakaway from the wirehouse, how the Kestra Private Wealth Services fully supported independent model delivers a greater support infrastructure, and what new tools and technology they can leverage to deepen client relationships and create greater outcomes.
