The Kestra Financial website uses cookies for a number of reasons, such as to keep our sites reliable and secure, personalizing content and ads, providing social media features, and to analyze how our sites are used. Accept & Continue
Financial Professional Login
Kestra Financial logo Kestra Financial logo

Business Consulting



Kestra Financial Business Consultants recognize you’re more than a financial professional; you’re an entrepreneur. Throughout the lifecycle of your business, our experts help you face challenges and find opportunities so that you can maximize its value. We work closely with you as you work on your business, not just in it.

Kestra Financial offers consulting throughout the lifecycle of your business to get the most out of your independent broker dealer

Our Business Consulting team focuses on six critical areas to grow your business:


We help you develop a strategic vision to plan for the future. A clear purpose, including specific goals, defines the direction of your business, from growth through succession.

Financial Management

We help you understand—and leverage—the financial metrics that inform your most critical business decisions, and thus, progress toward your profitability and valuation goals.


Our team helps you uncover your unique place in the market and define your ideal client. We then develop comprehensive digital and social strategies to reach them.

People & Performance

We harness talent management tools and practices to help you efficiently maximize the productivity of your staff, including recruiting and defining roles and responsibilities.

Operational Efficiency

Our experts help you maximize your team's time and the value of your business through integrated technology solutions that enhance capacity and scale, and increase revenue.

Wealth Management

Investment specialists empower you to effectively research new product solutions, develop holistic portfolio recommendations, and drive a more efficient investment process.

Working on your business is as important as working in it.

Our consultants can help.


Our Business Consulting team also partners one-on-one to help you get the most of each business-critical area using our comprehensive technology, service, and training.


Explore your business, goals, core competencies, opportunities, and support

Arrow Down


Identify opportunities and required resources, and create a plan to achieve success

Arrow Down


Put your plans into action

Arrow Down


Assess results on an ongoing basis and update your plan accordingly

Kestra Financial business consultants work with our advisors on a personal level to get the most out of their independent broker dealer partnership

Realize your goals with Kestra Financial

You know your business better than anyone.  Decide where your practice needs the most attention  and partner with Kestra Financial to help build a growth plan that works for you.

Meet with us Download insights and content from our business consultant experts