A stock image of someone typing on a laptop with graphs placed over the image — Perspectives

06/09/2026

Marketing Automation for Financial Advisors: Tools and Best Practices

Learn how marketing automation helps financial advisors generate leads, retain clients, stay compliant, and scale growth with the right tools.

An image that features Rob Bartenstein, Breanne Polonia, and Scott Wilson. Copy on the graphic reads, "The Right Way to Breakaway. Add Scale to Your Practice." — Podcast

06/01/2026

The Right Way to Breakaway and Add Scale

In this episode, Breanne Polonia shares her transition from leaving the wirehouse to joining a thriving independent practice, bringing her niche to the table, and how she successfully transitioned 100% of her book.

05/29/2026

Building Deeper, More Loyal Client Relationships

Hear how Magnetic North evolved to deliver a more holistic client experience, and why collaboration, peer groups, and the right partnerships are critical to sustained growth.

a graphic that says "Advisor hub women advisors to watch 2026" — Media Coverage

05/01/2026

Ten Kestra-Affiliated Advisors Named in the AdvisorHub 200 Women Advisors to Watch Rankings

Kestra Financial is proud to recognize the ten women from within our community that have been named in AdvisorHub’s 200 Women Advisors to Watch.