Kestra Holdings receives the Silver Stevie Award for Achievement in Integrated communications for its research study: Bridging the Gap: Succession Misalignment Between G1 & G2 Advisors
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Carrie Coghill, President and CEO of Coghill Investment Strategies, shares an eye-opening moment in the early stages of managing her own business. Check out this podcast to discover what Carrie learned from building and leading a financial advisory team.
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Kestra Private Wealth Services recently sat down with AdvisorHub, detailing a decade of empowering wirehouse advisors to break away without the operational headache.
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Four seasoned business development leaders join to support national recruiting efforts and to help existing firms attract advisors in their local markets.
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