4 Steps to Add Ideal Clients
Read insights from Amy Gordona, Head of Marketing at Kestra Financial on ways to focus on a segment of the market where you can provide the most value.
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Practice Management
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
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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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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.
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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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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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Faster Pace of Consolidation
Kestra Holdings CEO James Poer explains why small advisory firms that are resistant to affiliation or acquisition will struggle.
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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.
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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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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.
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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.
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.
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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.
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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.
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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.
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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.
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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.
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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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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.
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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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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.
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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.
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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.
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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.
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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.
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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.
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Instant Technology Accessibility
Associated financial advisor Matt explains that clients like to have "instant accessibility."
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Bluespring Wealth Partners Bolsters Team With New VP of Business Consulting
Industry veteran Harold Buckner will work directly with previous and new acquisitions to maximize their success.
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Kestra Financial, Inc Introduces Bluespring Wealth Partners
New company designed to acquire and support legacy-minded advisory firms.
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Kestra Financial Names Mark Schoenbeck, CFP®, Executive Vice President, National Sales Director
Appointment affirms Kestra Financial’s dedication to its mission to empower advisor success
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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.
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3 Ways to Protect Your Business From Cyber Crime in 2021
With financial services being one of the most highly targeted industries for cyber crime, we’re continuously improving and enhancing our security measures, so your business and client information is as safe as possible.
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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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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.
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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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How to Keep Your Growth on Track Amid Market Downturns
When markets take a turn, searching for new business opportunities can quickly get pushed to the back burner as you spend more time focused on current clients. But now more than ever, it is crucial to remain visible to prospective clients.
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Kestra Out Loud: The Power of Podcasts with Eric Brotman
Wealth management professionals often think their main source of business leads should come from referrals. However, Eric Brotman, CEO 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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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.
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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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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).
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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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