At Kestra Financial, we’re regularly looking to partner with sophisticated, upstream independent advisors eager to grow their business. 2017 presented no shortage of these opportunities, as we were lucky enough to have met and onboarded several talented advisors and their teams.
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Many former wirehouse reps say that going independent was the best thing they've ever done. See how you could benefit.
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Kris Chester, COO of Kestra Financial, shares ways to maintain relationships with existing clients when transitioning to a new firm.
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Former beauty magazine editor turned health coach and best selling author, Jolene Hart knows how harness your energy and use it as a tool for success.
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On the latest episode of Kestra PWS Out Loud, Rob Bartenstein sat down with COO Scott Wilson to discuss little-known facts about Kestra Private Wealth Services.
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Look out for these common red flags that indicate it’s the right time for you to exit the wirehouse and become an independent advisor.
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In the fourth blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses technology assistance provided to all financial professionals.
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The coronavirus pandemic turned the world upside down and took with it the longest-running bull market in history. Whether you have early aspirations of selling your business or are in the middle of a merger, this event may have you second-guessing yourself.
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Kestra Financial and its affiliates are delighted to announce that, once again, firms throughout our organization are included in AdvisorHub's prestigious Advisors to Watch rankings.
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Kestra Financial and its affiliates are delighted to announce that, once again, firms throughout our organization are included in AdvisorHub's prestigious Advisors to Watch rankings.
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Advisors today wear many hats, and part of our job is to help them manage client expectations and exceed their business goals as efficiently as possible. Our business consulting experts spend much of their time in advisors’ offices helping them evaluate and better manage their businesses.
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Read insights from Rob Bartenstein, President of Kestra Private Wealth Services, on what advisors need to consider when launching their own RIA.
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Stephen Langlois, President of Kestra Financial, provides strategies for expanding your practice and serving more clients.
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Read insights from Kestra Financial-associated advisor Kurt Wiegert, a certified financial planner and president of Towson Wealth Management in Towson, Maryland, on managing a successful side hustle.
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James Poer, CEO of Kestra Holdings, is hopeful that advisor recruiting will pick up significantly in 2021.
Read insights from Stuart Silverman, president of Kestra Financial's Bluespring Wealth Business, on why advisors should have contingency or succession plans in place.
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Read insights from Mark Schoenbeck, executive vice president of Kestra Financial, on steps advisors can take to improve their business amid a recession.
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True leadership is not dictating what people do, but shining a light on the best path forward, according to Rob Bartenstein. CEO of Kestra Private Wealth Services. Listen to Rob’s full conversation with Advisor Perspectives to discover how we have helped guide our partners through these uncertain times.
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Our CEO, James Poer, was recently interviewed by Robert Huebscher of Advisor Perspectives to discuss how businesses can survive and thrive during a crisis.
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Stuart Silverman, president of Bluespring Wealth Partners, speaks about his entrepreneurial journey.
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James Poer, the CEO of Kestra Financial, recently partnered with a private equity investor and discusses the role of private equity in wealth management.
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Stuart Silverman, the President of Bluespring Wealth Partners, discusses with Advisor Perspective why advisors are hesitant to part ways with their firms, how they can identify a successor and how institutional capital can help fuel succession strategies.
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Read insights from Kestra Financial-associated financial professional Jenn Pena of Pursuit Wealth Planning on the characteristics of an ideal client.
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Discover how EOS, the Entrepreneurial Operating System®, can support small and medium-sized business growth.
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As a financial professional, your focus is on your clients, and providing them the best possible advice to help them achieve their important goals. But you're also an entrepreneur running a business, and sometimes the strategic growth of your firm can take a back seat.
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The honors reflect the firm’s ongoing commitment to enhancing the customer service and onboarding experience for more than 1,700 financial professionals.
High-volume of nominations reflect Kestra’s ongoing commitment to providing superior service, cutting-edge technology, and a suite of resources to deliver value to its nationwide ecosystem of financial professionals.
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Kestra Financial is excited to celebrate our 12 associated advisors on an annual list that honors elite advisors in the retirement plan space.
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Elite industry veterans selected for preeminent work in the retirement planning space.
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Growth driven by demand for supported independence in the COVID-19 environment lead to 2022 recruiting success.
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Addition of 50+ financial professionals driven by unmatched culture, top-notch platform and technology, and first-rate service.
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Momentum underscores firm’s mission to empower success for wealth management professionals across the country
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Acquisition Underscores Vision for Broadening Platform, Alignment with Growth Opportunities
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Integrated, flexible platform designed to enhance and advance retirement plan engagements at no additional cost to financial professionals
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AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, announced that Kestra Financial has selected AdvicePay’s Enterprise platform to further its commitment to empower financial professionals’ success and expand its integrated technology platform
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Hagendorf brings $165 million in client assets to Kestra Financial-associated firm Coastline Wealth Management, seeking growth opportunities and elevated client service capabilities.
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Nelson Lutz joins Freedom Fiduciary Advisors, attracted to high-touch client service and full-service support model.
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Firm on pace for biggest recruiting year in almost 10-year history
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Financial Professionals from True Alpha Wealth Management and California Wealth Transitions Honored on Leading Financial Publication’s Inaugural Rankings.
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