Practice-Management | Kestra Newsroom Topic

John Amore | 01/22/2021

3 Steps to Being a Better Money Manager

In an episode of Kestra Out Loud, we sat down with Paul Ma, CFA, VP & Lead Portfolio Strategist of Fidelity Investments’ Portfolio Construction Guidance team, to discuss how to best position clients for this year and beyond.

Kris Chester | 08/14/2023

How to Best Retain Client Relationships When Moving Firms

Kris Chester, COO of Kestra Financial, shares ways to maintain relationships with existing clients when transitioning to a new firm.

Robert Bartenstein | 10/23/2020

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.

Mark Schoenbeck, CFP | 12/11/2020

A Balancing Act: Being Both a Wealth Management Professional and Business Owner

To gain insights on how to successfully wear the two hats of wealth management professional and business owner, Maria Bethel and I chatted with CD Wealth Management Founder and CEO Scott Cohen on the Kestra Out Loud podcast.

Mark Schoenbeck, CFP | 01/14/2019

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.

Robert Bartenstein | 03/26/2021

Our 4 Core Pillars: Compliance

In the third blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses compliance assistance provided to all financial professionals.

Mark Schoenbeck, CFP | 09/25/2020

The Power of Outsourcing

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).

Stuart Silverman | 09/23/2020

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.

11/18/2022

5 Tips to Find the Perfect Office Space

Read insights from Scott Wilson, Chief Operating Officer of Kestra Private Wealth Services, on how to find the ideal office space for your firm.

Media Coverage

05/12/2020

Financial-Adviser Retirement Wave That Could Put Trillions of Assets in Play is Kicking Into High Gear

Read insights from Stuart Silverman, president of Kestra Financial's Bluespring Wealth Business, on how more advisers are looking to prep for their own exits

06/02/2020

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.

10/15/2019

Becoming an Independent Financial Advisor

Read insights from Kestra Private Wealth Services' CEO Rob Bartenstein about building a solid business plan is essential to becoming an independent financial advisor.

Education Practice Management — Media Coverage

05/01/2020

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.

Media Coverage

04/22/2020

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.

05/25/2021

Faster Pace of Consolidation

Kestra Holdings CEO James Poer explains why small advisory firms that are resistant to affiliation or acquisition will struggle.

05/27/2020

How Advisors Can Get Their Own Financial House in Order

Read insights from Kestra Financial executive vice president of advisor engagement Mark Schoenbeck on why it's important for financial professionals to focus on their own individual situations.

05/01/2020

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.

Business Growth Investment Management — Media Coverage

01/25/2019

How to Close a Retirement Age Gap With Investing

LOVE IS BLIND, BUT AN age difference can be a real eye-opener for couples as they prepare for retirement.

05/29/2020

Keeping Work From Home Staffers Engaged Tests Advisors' Leadership

Read insights from Kestra Financial-associated advisor David Berrman of Berman McAleer on way to keep employees engaged while working from home.

09/08/2020

Kestra Financial CEO Explains How Pandemic Hits Wealth Management

Austin Business Journal spoke with Kestra Financial CEO James Poer to get some insight into what it all means for wealth managers and the high net worth clients who depend on them.

Business Growth Performance — Media Coverage

05/08/2020

Know Your Niche: Advisors Share Secrets of Serving Target Markets

Read insights from Kestra Financial-associated advisor Eric Moore on how to specialize in planning for specific groups with common needs.

11/21/2018

Lessons a New Kestra Executive Brought from the Coffee Business

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.

Media Coverage

06/01/2020

Navigating 'Client Concentration Risk' in a Sale

Read insights from Stuart Silverman, president of Kestra Financial's Bluespring Wealth Partners, on ensuring there's a culture fit between buyer and seller when acquiring a firm.

Media Coverage

05/13/2020

Retiring FAs Getting Creative With Deal Making Amid Pandemic

Read insights from Stuart Silverman, president of Kestra Financial's Bluespring Wealth Business, on how innovative retirement deal structures are emerging to protect the interests of both buyers and sellers.

06/08/2020

Security Measures Advisors Should Use to Protect Client Information

Read insights from Kestra Financial executive vice president and chief compliance officer Mike Pedlow on the importance of keeping client data safe.

05/23/2020

The Race to Embrace Fintech

Read insights from Kestra Financial-associated advisor David Berman of Berman McAleer on the importance of embracing technology in your business.

Company Acquisition Transition — Media Coverage

06/09/2021

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.

08/04/2020

What You Need to Know About Independent Financial Advisors

Read insights from Kestra Financial-associated financial professional Frances Gardner of Gardner Wallace Financial Solutions on what you need to know about independent financial advisors.

05/17/2022

You Won the 401k Plan, Now What?

Read insights given by Taylor Hammons, Head of Retirement Plans at Kestra Financial, on how to deepen and strengthen retirement plan relationships while establishing trust.

04/04/2023

How Advisor Needs Are Evolving (And How We Support Them)

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.

05/11/2023

A Former Wirehouse Advisor Shares Their Experience Transitioning to an RIA

Kestra PWS advisor Matt West describes his transition to independence.

05/24/2023

Maximizing Growth and Efficiency with EOS®

Discover how EOS, the Entrepreneurial Operating System®, can support small and medium-sized business growth.

06/08/2023

How to Build Your Brand as a Financial Advisor

KPWS CEO Rob Bartenstein speaks with Kris Fu of Maven Bridge Capital to discuss the evolution of brand building and finding your niche.

09/17/2020

Episode 11: The Power of Outsourcing with Rico Casares

In the latest episode of Kestra Out Loud, we spoke with Rico Casares, VP - Platinum Business Consultant at AssetMark, a turnkey asset management program, about the ways outsourcing can benefit your business while saving you time.

11/18/2020

Episode 12: Portfolio Construction Advice

Paul Ma, Vice President and Lead Portfolio Strategist at Fidelity, breaks down the balance of managing assets and holistic financial planning in our latest episode of Kestra Out Loud.

05/13/2020

Episode 7: The Importance of Transparency with Clients and Staff

People, metrics, transparency, and collaboration are key factors in operating a successful business, according to associated-financial professional Scott Cohen of CD Wealth Management.

07/29/2020

Episode 9: Don’t Retire…Graduate: Redefining Retirement & Starting Your Own Podcast

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.

07/24/2020

4 Proven Pillars of the Industry's Premier Turnkey Model: Kestra Private Wealth Services

We have been there, wanting the independence of running your own business but captive to a wirehouse model. Both the CEO and COO of Kestra Private Wealth Services were successful, veteran advisors, just like you. Using that first-hand experience, they created Kestra PWS, the industry’s premier turnkey model for financial professionals searching for independence.