Navigating Legacy and Stepping into Leadership as a G2 Advisor
Watch the latest episode of Kestra Outloud featuring a panel of firm successors and G2 advisors discussing their unique experiences transitioning into leadership roles.
Load More04/25/2025
Watch the latest episode of Kestra Outloud featuring a panel of firm successors and G2 advisors discussing their unique experiences transitioning into leadership roles.
Load More04/24/2025
Platform onboards 16 new firms and 26 leading financial professionals to kick off a new year.
Load MoreRobert Bartenstein | 04/24/2025
Advisors are increasingly reaching a fork in their career paths, one that demands action on the nagging urge to make the move to independence and true business ownership.
Load More04/22/2025
Father-son duo aims to strengthen client relationships with the move to independence.
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