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Independence is the Catalyst for Achieving Your Vision as a Financial Advisor
Kestra PWS Out Loud Podcast
31 minutes
9 months ago
Independence is the Catalyst for Achieving Your Vision as a Financial Advisor
In this episode of ‘PWS on the Fly,’ Klint Kennedy and Bryce Decker of Catalyst Retirement Solutions join Rob Bartenstein and Scott Wilson to talk about their journey breaking away from the wirehouse and leveraging Kestra Private Wealth Services' full-service independence model. Klint and Bryce share their insights on the transition process, finding the perfect office space, and creating a strong entrepreneurial foundation while highlighting their long-term vision of expanding the regional footprint of Catalyst Retirement Solutions.
