How Advisors Can Get Their Own Financial House in Order
Mark Schoenbeck, executive vice president of Kestra Financial, works with Kestra’s 1,700-plus associated financial professionals to help them manage and grow their firms, maximize productivity and implement financial safety nets. “So often advisors are so focused on their clients that they might not always be focusing on their own house as much as they need to,” Schoenbeck said, noting that when the pandemic began settling in and the markets started falling, he and his team were proactive in reaching out to their advisors to help them assess their individual situations.
Financial Advisor Magazine, May 27, 2020
