Thinking of switching platforms, but not sure if it is the right time? While the COVID-19 pandemic has certainly changed the way business is conducted, many pre-pandemic best practices for successfully transitioning platforms still ring true.
The man. The myth. The legend. Yes, folks, we are talking about THE Paul Hickey, Co-Founder of Bespoke Investment Group.
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After leading successful careers as wealth management professionals and forming our own RIA, we’ve learned a thing or two about becoming independent – there is both an easy way and a hard way. With that in mind, we wanted to share a few of our hard-fought lessons with you – touching on everything from real estate to technology.
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We had the pleasure of speaking with Dr. Rhodes on a recent Kestra Out Loud podcast episode where we discussed applications of his program to the financial advisor community. Here are four key takeaways.
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Outsourcing can mean different things to different people, both across industries and within them. In the latest episode of Kestra Out Loud, I spoke with Rico Casares, VP - Platinum Business Consultant at AssetMark, a turnkey asset management program (TAMP).
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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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Financial advisors Mary Margaret Kastelberg and Troy Flinn decided to affiliate with Kestra Financial because they didn’t want “a broker-dealer for the masses,” Flinn says.
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The pandemic may have disrupted business as we know it, but the move to independence is still red hot. Listen to Kestera Private Wealth Services' CEO Rob Bartenstein on AdvisorHub's podcast with Tony Sirianni for an insider's look at what's happening with today's breakaways.
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Read insights from Kestra Financial-associated advisor Michelle Bender of Potomac Financial Consultants on the pro and cons of outsourcing investment management.
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Read insights from Kestra Private Wealth Services' CEO Rob Bartenstein about building a solid business plan is essential to becoming an independent financial advisor.
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Read insights from Kestra Financial-associated advisor Aaron A. Leaman of Signature Financial Planning on the difference between a CFA and CFP is who they work with and the work they do.
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Read insights from Kestra Financial executive vice president of wealth management John Amore on selecting financial planning software.
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Read insights from Kestra Financial-associated advisor David Berman of Berman McAleer on the importance of embracing technology in your business.
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In our latest podcast episode, we sit down with Dr. John Rhodes, Vice President of Practice Management at CNL Capital Markets Corp., to discuss how to strike this balance and what you can take away from the LifeScore system.
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Financial professionals handle business in a variety of ways – many are using different technology, conduct client meetings differently, and have different office procedures. We designed a platform that intuitively serves those differences.
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James Poer, CEO of Kestra Financial, Inc. talks more acquisitions are on the way in a video with Financial Advisor IQ.
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Word of mouth spurs New York City-based practice to join Kestra Financial’s community of like-minded financial professionals.
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$124 million Nobilis Wealth, LLC sought boutique experience for transition to independence
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We are excited to announce our ESG/Impact collaboration with TriLinc Global, bringing more options to our financial professionals.
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Kestra Financial and Goldman Sachs Private Bank Select® (GS Select™) today announced the availability of the GS Select lending program to independent financial advisors and clients associated with the company’s largest broker-dealer and investment advisor subsidiaries.
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$214 million firm selects partner to fuel growth, enhance advisor service and recruitment efforts
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Industry-leading independent advisor platform Kestra Financial, Inc. (Kestra Financial) has partnered with eMoney Advisor to further its commitment to empower advisor success and expand its integrated technology platform.
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Newly independent, Maryland-based firm attracted to integrated technology solutions and business consulting to bolster organic growth.
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Three seasoned advisors have banded together to establish Noble Wealth Advisors.
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Fueled by Kestra PWS’ industry-leading resources and experience, Salt Lake City-based firm rebrands, opens new location, and adds new managing partner.
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Partnership continues Kestra PWS’ strong recruitment of wirehouse breakaways.
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