Rob (Kestra co-founder)
Co-founder of Kestra who previously held leadership roles at major wirehouses and helped launch Kestra Private Wealth Services to create an advisor-first independent model that removes barriers to going independent.
Best podcasts with Rob (Kestra co-founder)
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Mar 24, 2026 • 41min
353: The 4 Pillars of Advisor Independence (and What It Really Takes to Make the Leap)
Scott, Kestra co-founder with decades as an advisor and manager, and Rob, Kestra co-founder who led teams at major wirehouses, discuss advisor-supported independence. They trace industry origins, reveal the four pillars of independence, and unpack operational support like real estate, tech, compliance, and transition timelines. They also explore what running an advisory business really demands.
