How Independence Empowers Advisors to Break Barriers and Build Powerful Businesses
Kestra PWS Out Loud Podcast

How Independence Empowers Advisors to Break Barriers and Build Powerful Businesses

2025-01-22
In this episode of "PWS on the Fly," hosts Rob Bartenstein and Scott Wilson sit down with Lisa Turner and Valerie Taggart from Katella Wealth Management in Salt Lake City. Lisa shares her inspiring journey from starting in the financial industry to founding her own wealth management firm. Valerie talks about transitioning from the automotive industry, bringing a high-net-worth clientele into the wealth space. Together, they discuss the advantages of being women in a male-dominated industry, the...
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