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.
After helping dozens of financial advisors breakout of the wirehouse and hang up their own shingle, Scott Wilson and his team at Kestra Private Wealth Services have learned a few things when it comes to finding the right office space.
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Recent testimonials from clients illustrate the full-service support you’ll receive when choosing to partner with Kestra Private Wealth Services.
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In the first blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses equipment provided to all financial professionals.
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In the second blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses real estate assistance provided to all financial professionals.
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Stuart Silverman, President of Bluespring Wealth Partners, explains why, despite the circumstances, the economic environment is very favorable for a sale.
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We are excited to share our first episode of Kestra Private Wealth Services Out Loud! Our CEO Rob Bartenstein and Paul Hickey, co-founder of Bespoke Investment Group, discuss the state of research today, data generation, and the coronavirus.
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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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In this episode of "PWS on the Fly," hosts Rob Bartenstein and Scott Wilson sit down with Lisa Turner and Valerie Taggart from Katella Wealth Management in Salt Lake City
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Klint Kennedy & Bryce Decker share their journey to independence, leveraging Kestra PWS, finding the perfect office, and expanding Catalyst Retirement Solutions.
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Mike Davis of Summiteer Financial shares insights on breaking away, elevating client service, and evaluating your path to independence in this episode of ‘PWS on the Fly.
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In this episode of “PWS on the Fly,’ the father-son duo Dave and KC Johnston of White Cap Wealth Management join Rob Bartenstein and Scott Wilson.
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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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Switching advisor platforms is an important decision for your business and your clients. Learn about our approach and how we work with you personally every step of the way.
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Jake Richter, President of Cowtown Financial Planning, shares why the collaborative advisor culture, community feel, and award-winning concierge service teams of Kestra Financial were key differentiators as he evaluated potential broker-dealer partners to support his financial planning business. Watch the video to hear Jake's full perspective.
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Delaware-based firm drawn to Kestra Financial’s high-touch service, technology, and business consulting offerings.
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Breakaway team goes independent to enhance client-centric model; partners with Kestra PWS for personalized touch and dedicated management team.
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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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Industry vets create breakaway firm catering to sophisticated clientele in the heart of New Jersey.
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Word of mouth spurs New York City-based practice to join Kestra Financial’s community of like-minded financial professionals.
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$124 million Nobilis Wealth, LLC sought boutique experience for transition to independence
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HF3 expands, bringing the firm’s collective oversight to $200 million in assets under management
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South Carolina-based wealth management firm selects Kestra Financial for tight-knit community and client-first service.
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Growth driven by demand for supported independence in the COVID-19 environment lead to 2022 recruiting success.
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Addition of 80 financial professionals driven by in-office culture, compassionate leadership, and easy-access resources, platform, and technology.
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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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Hagendorf brings $165 million in client assets to Kestra Financial-associated firm Coastline Wealth Management, seeking growth opportunities and elevated client service capabilities.
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Kestra Financial's strong quarterly results attributed to unique firm culture and robust financial planning environment.
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Greenville, SC-based firm seeks to provide higher quality service, advice, and solutions through the Kestra PWS independent model.
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Aligning with existing Florida-based firm, the financial professionals seek full-service support to enhance client experience.
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Experienced financial professional sought flexible, full-service independent model to better meet client needs.
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Breakaway wealth management team chose independence for enhanced product and service offerings with Kestra Private Wealth Services.
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$250 million breakaway team chooses Kestra PWS due to full-service and concierge-level support.
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Arizona-based firm sought freedom to deliver tailored client advice; attracted to Kestra PWS’ comprehensive business support services.
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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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Breakaway team joins Northeast Investment Group, goes independent to enhance client experience and gain access to industry-leading resources and expertise.
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Firm on pace for biggest recruiting year in almost 10-year history
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Family-run practice seeks top-tier technology upgrades with Kestra Financial.
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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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The addition of 23 leading financial professionals underscores firm's dedication to empowering advisor success.
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Husband-wife duo drawn to Kestra Financial’s high-touch service model and commitment to independence.
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Combined firm principals will manage nearly $500 million in assets.
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