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
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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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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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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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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Instant Technology Accessibility
Associated financial advisor Matt explains that clients like to have "instant accessibility."
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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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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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