3 Ways Grandparents Can Help Pay for College
Read insights from Kestra Financial-associated advisor Eric Brotman of BFG Financial Advisors on options grandparents have for contributing to grandchildren's educational costs.
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Education
5 Tips to Protect Your Practice from Cybersecurity Threats
Spring is finally here and this time of year always brings a renewed focus on getting healthy for summer beach vacations. But now that a fresh season is among us, it’s time for us to also focus on the cyber health of our practices.
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7 Reasons to Use a Roth IRA for Early Retirement
Read insights from Kestra Financial-associated advisor Matthew DeFelice of U.S. Financial Services on how Roth strategies can make retiring early possible.
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7 Secrets of Highly Successful Investors
Read insights from Kestra Financial-associated advisor Ray Ferrara of ProVise Management Group on how investors may prosper in a volatile market by focusing on fundamentals.
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9 Strategies for Handling RMDs
There’s no time like the present to get up to speed on the RMD rules.
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Advisors Learn Life Lessons From the Most Stirring Keynote Speakers
Read insights from Kestra Financial-associated advisor Brian Heckert of Financial Solutions Midwest on one of the most memorable messages he heard from a keynote speaker.
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Business Development Playbook
Read insights from Kestra Financial-associated advisor Shawn Okumura of Transitions Wealth Advisors on laying the groundwork for your firm's next phase of growth.
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CFA vs. CFP: The Difference Explained
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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Challenge or Opportunity?
Read Kestra Financial's Head of Retirement Plans, Taylor Hammon's thoughts on the future of plan advice and the participant experience.
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Firm Makes its Mark in Serving the LGBT Community
Jen Hatch, who honed her financial skills on Wall Street, working at JP Morgan and Bear Stearns, took hold of Christopher Street Financial in 1997, after the death of owner and founder Robert Casaletto to HIV.
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'Black Panther’ Star Chadwick Boseman Died Without a Will. Here’s Why You Should Have an Estate Plan
Michael Roberts, president of Arden Trust, explains the importance of having a will, and what happens to your estate if you do no have one.
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How to Achieve Financial Independence Without Retiring Early
ACHIEVING FINANCIAL freedom doesn't have to be a goal reserved for extreme personal finance obsessives.
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How to Create and Maintain a Family Budget
Read insights from Kestra Financial-associated financial professional Eric Rosenberger of Synthesis Wealth Management on choosing priorities when creating a family budget.
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MBA or CFA: Which is Best for Financial Advisors?
Read insights from Kestra Financial-associated financial professional Aaron Leaman of Signature Financial Planning on the differences between getting your CFA and MBA.
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Required Minimum Distribution Mistakes to Avoid
Read insights from Kestra Financial-associated advisor Kelly Famiglietta of Charles Stephen on RMDs mistakes to avoid.
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Resume Objective Tips and Examples
Read as Mary Hjorth, Chief Human Resources Officer at Kestra Financial discusses tips for creating a compelling resume.
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3 Retirement Questions You Need to Ask Your Spouse
Most soon-to-be-married couples understand the importance of sharing their financial aspirations, fears, and shortcomings. If they don’t get around to talking money before the wedding, a first house, a new baby and other events early in a marriage tend to force the discussion.
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Should You Use Social Media to Reach Clients
Read insights from Amy Gordona, Vice President of Marketing at Kestra Financial, as she discusses the importance of social media for financial advisors.
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Six Questions to Ask a Financial Adviser About Fees
Too many clients contract for services that don’t match their needs—and end up paying far more than they have to.
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Start a New Hobby? Financial Advisors Rely on Technology, Calm Advice to Reach Client
Read insights from Kestra Financial-associated advisor Seth Dresbold on activities to alleviate anxiety, rather than focusing on world events.
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Technology is Redefining that Client-Financial Advisor Relationship
Read insights from Kestra Financial-associated advisor Brandon Hayes of oXYGen Financial on how technology is changing the relationship between clients and advisors.
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The Best Way to Bankroll Your Kids
Read insights from Kestra Financial-associated advisor Steve Gallo of U.S. Financial Services on the best ways to bankroll your kids.
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Top Cybersecurity Strategies for Financial Advisors in 2021
Nick Harness, Chief Information Officer at Kestra Financial, explains the importance of educating your employees and clients to prevent cybersecurity attacks.
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Working from home? It’s a Great Time to Complete These 6 Financial Tasks You’ve Been Putting Off
Read insights from Kestra Financial-associated advisor Garrett Taylor of Coastline Wealth Management on financial tasks to take care of while you're working from home.
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Episode 8: How Marketing is the Ultimate Investment: Tactics and Advice from Financial Professional, Ted Jenkin
In an era when people are spending increasingly more time online (especially during the COVID-19 pandemic), having a solid digital marketing plan is critical for wealth management professionals says affiliated-financial professional Ted Jenkin.
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Kestra PWS Episode 4: Wherever the Mind Goes, the Body Will Follow
In the latest episode of Kestra PWS Out Loud, Rob Bartenstein and Maria Bethel lead a riveting discussion with Jeffrey White, a wellness coach, best-selling author, and former financial advisor.
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Back Office Support at Kestra Financial
Associated financial professional Amy shares her back-office support experience with Kestra Financial, and home office training that empowers advisor success.
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3 Ways to Help Alleviate Emotional Decision-Making
In our latest Kestra Out Loud podcast episode, Theron Schaub, professional magician and Vice President of Strategic Relations for Buckingham Strategic Partners, joined us to demonstrate sound investment principles using some magic tricks.
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4 Tips to Seamlessly Transition Platforms Today
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.
Behind the Scenes at Bespoke Investment Group
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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How to Effectively Set Goals for Your Business
As a new year begins, it’s natural that you’d want to spend time reflecting on the progress you made toward reaching your goals over the previous year.
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Podcasting Series: Topics & Leveraging Tactics
Decided to start a podcast? Here are some next steps to define your content strategy and grow your podcast's reach.
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Podcasting Series: The Case for Getting Started
With so many platforms vying for our attention, podcasts are one of the most powerful tools available for wealth professionals to connect with clients and prospects.
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Using Marketing as a Growth Engine for Business
In his latest blog post, Bluespring Wealth Partners' President Stuart Silverman explains how Ted Jenkin CEO and cofounder of oXYGen Financial accomplishes continuous growth with his marketing strategy.
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