353: The 4 Pillars of Advisor Independence (and What It Really Takes to Make the Leap)

In this episode, I sit down with Rob Bartenstein (President) and Scott Wilson (Senior Managing Partner), the co-founders of Kestra Private Wealth Services, to explore how the industry has evolved over time and what independence looks like now. From their early days at broker dealers to leadership roles at major wirehouses, they share the pivotal moments that led them to build a business centered around the advisor-client relationship. We talk through the challenges advisors face within traditional firm structures and what it really takes to transition into a more supported, independent model.In this episode you’ll learn: The key differences between corporate-driven advisory models and advisor-first independence The four core pillars every advisor should consider when transitioning to independenceWhat advisors often underestimate about running their own businessAnd, how to properly prepare for a smooth and successful transition, including client retention strategiesThis episode is all about helping you think more intentionally about your business model and what’s possible if it truly aligned with your values and goals.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.