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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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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The combined effort of digital technology and branding directives resulted in new growth strategies which increased revenue 15% year over year.
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Advisors are increasingly reaching a fork in their career paths, one that demands action on the nagging urge to make the move to independence and true business ownership.
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As the coronavirus pandemic continues to stir up markets, your clients may be growing nervous, if not outright fearful. While some see this as a threat, top advisors view these moments as a tremendous opportunity to reinforce their value, engage with clients and grow their businesses.
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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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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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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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Our Women’s Empowerment Network (WEN) is dedicated to providing female financial professionals with a platform to share their strengths, talents, and experiences throughout the Kestra community.
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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 Kestra Financial-associated advisor Eric Rosenberger of Synthesis Wealth Planning on why now is a good time to talk to your kids about money.
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Read insights from Kestra Financial-associated advisor Jeff Cashman of Cashman Consulting about deciding if becoming a financial advisor is right for you.
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James Poer, CEO of Kestra Holdings, outlines three key industry trends he expects for 2021 in Financial Advisor Magazine.
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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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Buy and hold outstrips trend trading for long-term investing.
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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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Read insights from Kestra Financial-associated advisor Judy E. Brown of Berman McAleer about money market funds.
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There’s no time like the present to get up to speed on the RMD rules.
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Read insights from Kestra Financial's National Sales Director, Mark Schoenbeck, about how financial advisors can prepare investors for a recession.
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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 Brian Heckert of Financial Solutions Midwest on one of the most memorable messages he heard from a keynote speaker.
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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 James Poer, President and CEO of Kestra Financial, on book recommendations to read amid the coronavirus crisis.
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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-affiliated advisor Paul Auslander of ProVise Management Group on the services they provide for clients.
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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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You can't be everything to everyone, nor should you want to be if you've chosen a career as a personal financial advisor. In a world of over 7.5 billion people, standing out is not only an art form, it's essential – especially if you're self-employed.
ACHIEVING FINANCIAL freedom doesn't have to be a goal reserved for extreme personal finance obsessives.
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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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Read insights from Kestra Financial-associated advisor Susan Mitcheltree of Berman McAleer on investing for beginners.
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Read insights from Kestra Financial-associated advisor Eric Reich of Reich Asset Management on how the rate of return can make or break your retirement predictions.
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Read insights from Robert Bartenstein, CEO of Kestra Private Wealth Services, as he discusses when to prepare clients for a recession.
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Read insights from Kestra Financial-associated advisor David Berrman of Berman McAleer on way to keep employees engaged while working from home.
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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A new vice president of business development at Kestra Financial has years of experience working with financial advisors, but he says some of the most important lessons he brings to the job came from a seemingly unrelated industry: The retail coffee business.
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Read insights from Kestra Financial-associated advisor Kelly Famiglietta of Charles Stephen on RMDs mistakes to avoid.
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Read as Mary Hjorth, Chief Human Resources Officer at Kestra Financial discusses tips for creating a compelling resume.
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The U.S. economy is growing faster than its long-term pace, unemployment is low, and wages are increasing. Yet, core inflation—which was 1.6% in March—hasn’t moved in a meaningful way.
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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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Read insights from Kestra Financial-associated advisor Scott Cohen of CD Wealth Management on how to diversify your portfolio.
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Read insights from Kestra Financial-associated advisor Seth Dresbold on activities to alleviate anxiety, rather than focusing on world events.
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Read insights from Kestra Financial-associated advisor David Bunin of Interlock Financial on what to do when rising risk triggers portfolio fears.
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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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Read insights from Kestra Financial-associated advisor J. Timothy Corle of Tycor Benefit Administrators on the 60/40 portfolio.
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These highly recommended podcasts for financial advisors will help grow your practice and expertise.
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Read insights from Kestra Financial-associated advisor Kathy Fish of Fish and Associates on how to evaluate the pros and cons of having a joint bank account with your spouse.
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Read insights from Kestra Financial-associated advisor Sonya Ranker of Questmont Strategic Wealth Advisors on women in transition.
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Read insights from Kestra Financial-associated advisor Kathy Fish of Fish and Associates about how couples may or may not want to combine finances.
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Our Chief Operating Officer, Kris Chester joined Financial Planning Senior Editor Tobias Salinger, for a podcast discussing how Kestra Financial supports advisors across two IBD subsidiaries, an RIA M&A arm, and a breakaway RIA channel.
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Join Robert Bartenstein and Scott Wilson on Kestra PWS Out Loud for insights and advice on the latest trends, technology, and real estate support for financial advisors.
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Join Mark Schoenbeck and Rainey Rogers on Kestra Out Loud for a sweet take on running an advisory business.
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Kestra PWS advisor Matt West describes his transition to independence.
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KPWS CEO Rob Bartenstein speaks with Kris Fu of Maven Bridge Capital to discuss the evolution of brand building and finding your niche.
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We recently sat down with Jennifer French, Vice President of Business Development at FMG Suite, for a Kestra Out Loud podcast edition about ways financial professionals can differentiate themselves in 2020.
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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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Join us for our first Nerd Alert segment on the Kestra Out Loud podcast where we discuss CLOs and how we're helping our financial professionals assess risk in client portfolios.
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What goes together better than markets and magic? In this podcast episode, Theron Schaub, magician and VP of Strategic Relations at Buckingham Strategic Partners, spoke with our own Maria Bethel and Austin Moon about market education and magic.
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People, metrics, transparency, and collaboration are key factors in operating a successful business, according to associated-financial professional Scott Cohen of CD Wealth Management.
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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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Wealth management professionals often think their main source of business leads should come from referrals. However, associated-financial professional Eric Brotman of BFG Financial Advisors, has a different strategy. His primary source of new business is his podcast: Don't Retire ... Graduate.
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Their experiences in wirehouse firms informed their strategy at Kestra PWS. On this episode of Kestra PWS Out Loud, CEO, Rob Bartenstein, and COO, Scott Wilson, share their unique approach to breaking away.
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In the latest installment of Kestra PWS Out Loud, Kestra Private Wealth Services CEO Rob Bartenstein speaks with Keith Brandt, Bradley Saunders, and Krista Murray about their path to independence, how Kestra PWS supported them throughout the process and the impetus behind the merger.
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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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In this episode of Kestra PWS Out Loud, KPWS COO Scott Wilson and advisors Jeff Boudjouck and Keith Brandt discuss how the wirehouse benefits extend to their clients.
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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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Associated financial advisor Brad Saunders discusses why going independent with Kestra Private Wealth Services was the best career decision he has made.
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See how our community of financial professionals seeking independence continues to grow through the turnkey support offered by Kestra Private Wealth Services.
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Associated financial advisor John explains his relationship with executive leadership at Kestra Financial.
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Associated financial advisor Matt explains that clients like to have "instant accessibility."
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Peer Perspectives is just one-way Kestra Financial firms come together to share ideas, challenges, and opportunities with each other. Through the power of online video conferencing, Peer Perspectives brings together small groups of advisors to discuss specific topics most relevant to their businesses, their clients, and the industry.
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Associated financial advisor Rick talks about the culture of Kestra Financial and its importance in the 19-year partnership.
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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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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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Industry veteran Harold Buckner will work directly with previous and new acquisitions to maximize their success.
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New Mexico-based firm attracted to Kestra Financial’s business support services and culture of women empowerment.
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Three Bridges Planning, together for 15 years and counting, goes independent from the wirehouse channel.
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$124 million Nobilis Wealth, LLC sought boutique experience for transition to independence
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New Executive Vice President of Wealth Management is the latest in string of powerhouse hires.
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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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Warburg Pincus to help fuel next-generation growth for Kestra Financial
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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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New hire will add a dedicated leader to Kestra Financial’s growing set of retirement plan support services
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New ownership structure enhances Kestra Financial’s value stack for advisors.
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New company designed to acquire and support legacy-minded advisory firms.
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Former JPMorgan Chase & Co. technology exec to support all Kestra Financial, Inc. companies.
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Company doubles down on growth strategy with Langlois who brings decades of wealth management experience; James Poer to remain CEO of the parent company, Kestra Financial, Inc.
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Business technology strategy veteran will execute the firm’s vision of creating an exceptional, next-generation technology experience.
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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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Recruitment momentum continues with latest firms to join Kestra Financial.
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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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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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Kestra Financial's quick and successful pivot in the COVID economy has garnered a great quarter of new firms.
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Michigan-based wealth management practice attracted to Kestra PWS’ integrated technology solutions and experienced leadership team.
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Rebrand aligns with Kestra Financial’s mission to expand platform and deepen value proposition for advisors.
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Combined firm principals will manage nearly $500 million in assets.
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