Kestra Financial Shortlisted as a Finalist for the 10th Annual Wealth Management Industry Awards
Kestra Financial and its subsidiaries are pleased to share it has been shortlisted as a finalist in four categories for the 10th annual Wealth Management Industry Awards, also known as the Wealthies. Sponsored by WealtManagement.com, the Wealthies are a prestigious and competitive award, where over 1,000 nominations submitted this year by industry professionals. Winners will be announced during an awards ceremony hosted by WealthManagement.com on September 5 in New York City.
As an premier wealth management platform, Kestra is proud to have been ranked as a finalist in the following categories:
Kestra Financial
Practice Management-Advisor Fee Pricing Educational Program
An initiative, program, or platform upgrade to help advisors manage their business, such as marketing support, sales processes, succession planning, business strategy, and compliance. Criteria includes quantitative metrics like scope, scale, adoption, usage, as well as qualitative aspects such as innovation, creativity, and delivery methods.
Technology-Digital Account Opening
A new initiative, program, or upgrade to an existing platform designed to enhance efficiency and improve the advisor and client experience through technology.
These initiatives can involve new cloud platforms, mobile apps, boosting adoption of existing technologies, streamlining processes, integrating multiple systems, improving user interfaces, increasing process speed, enhancing ease of use, and adding new capabilities, features, and customizations. Criteria includes quantitative metrics like scope, scale, adoption, usage, and feature set, as well as qualitative aspects like innovation, creativity, and new delivery methods.
Kestra Private Wealth Services
Digital Marketing Campaign of the Year-Precision-Targeted Tuck-in Campaign
A fresh marketing, lead generation, nurturing, or brand-building campaign, or an improvement to an existing one, that utilizes integrated digital channels to convey the firm's message with a compelling call to action. Criteria encompasses both direct business outcomes and subjective measure, such as business outcomes include leads generated, new clients acquired, incremental revenues recorded, improved closing rates, creativity, imagination, and innovative use of digital channels to deliver a compelling message.
Bluespring Wealth Partners
Succession/Ownership Transition Services-Non-Custodian/Broker Dealer-Building for the Next Generation.
A new initiative, program, platform, or technology designed to prepare advisors for succession, improve ownership transitions, and nurture the next generation of advisors. These initiatives can include educational programs, technology tools, valuation analyses, financing options, and training programs.
Criteria encompasses quantitative metrics like feature set, usage, potential, scope, and scale, as well as qualitative aspects such as innovation, creativity, and new delivery methods.
This acknowledgement underscores Kestra's commitment to providing comprehensive and first-class service to their advisors and their clients.
“Bringing value and elite service to our advisors is paramount" said Kestra Financial President Stephen Langlois. "We are honored to be recognized by WealthManagement.com for our efforts, and strive to be better with each passing day."