Scott (Kestra co-founder)
Co-founder of Kestra with decades of industry experience as an advisor and manager; focuses on building firm offerings that simplify real estate, technology, compliance, and infrastructure for advisors pursuing supported independence.
Best podcasts with Scott (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.
