Adopt a ‘Different Mindset’ Before Going Indie
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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Business Performance
Entrepreneurs Share the Tips that Helped Them Succeed
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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FA Hiring Slowed in Q2 but 2020 Still Better than Last Year
James Poer, CEO of Kestra Holdings, is hopeful that advisor recruiting will pick up significantly in 2021.
FAs Rethink Contingency, Emergency Succession Plans Amid Pandemic
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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How Advisors Plan to Survive and Thrive Amid a Painful Recession
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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Advisor Perspective Podcast: How to be a Leader Before, During, and After a Crisis
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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Advisor Perspective Podcast: Leadership Lessons from the COVID Crisis
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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Meet Bluespring Prez Stuart Silverman
Stuart Silverman, president of Bluespring Wealth Partners, speaks about his entrepreneurial journey.
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The Role of Private Equity in Wealth Management
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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The Role of Succession Planning in Taking on Institutional Capital
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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What Makes a Great Client? Financial Advisers Reveal Top Customer Traits They Love (and Dread)
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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How Business Consulting Helps Grow Your Business and Empower Your Success
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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12 Kestra Financial Advisors Named in 2019 Financial Times 401 Top Retirement Advisors List
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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12 Kestra Financial-Associated Professionals Honored on 2020 Financial Times 401 Top Retirement Advisors List
Elite industry veterans selected for preeminent work in the retirement planning space.
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Kestra Financial Closes Out 2020 with $5.3 Billion in New Recruitment Assets
Growth driven by demand for supported independence in the COVID-19 environment lead to 2022 recruiting success.
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Kestra Financial Adds $1.4 Billion in New Recruitment Assets in First Quarter of 2020
Momentum underscores firm’s mission to empower success for wealth management professionals across the country
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Kestra Financial, Inc. to Acquire Reliance Trust Company of Delaware
Acquisition Underscores Vision for Broadening Platform, Alignment with Growth Opportunities
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Kestra PWS Posts Best-Ever Recruitment Quarter in Q2, Attracts $845 Million
Firm on pace for biggest recruiting year in almost 10-year history
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2017 Recruitment Recap
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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3 Reasons We Are Focused on CLOs
The current market environment has many investors eager to review their portfolios. One area garnering much of the industry’s attention are CLOs (collateralized loan obligations).
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4 Things Entrepreneurs Can Learn From Jolene Hart
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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4 Things You Didn’t Know About Kestra Private Wealth Services: A Conversation With Our COO
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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5 Red Flags It May Be Time To Leave the Wirehouse
Financial Representatives have been leaving the wirehouse model in droves to seek independence. Is now the right time for you?
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Our 4 Core Pillars: Technology
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 Future Is Female: How Maleta Wealth Management Developed Its Niche and Laid the Groundwork for a Succession Plan
Beth and Lauren Richardson appeared on the Kestra Out Loud podcast to discuss key insights on how they’ve been so successful at reaching the female audience. Here are some of our favorite takeaways from the discussion.
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Three Realities of the Coronavirus Pandemic and Why They Matter for the Future of Your Firm
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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Working Through Today's Top Operational Challenges
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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