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.
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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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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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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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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Newly independent, Maryland-based firm attracted to integrated technology solutions and business consulting to bolster organic growth.
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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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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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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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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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