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Business Consulting


Get guidance that gets results

A PARTNER THAT'S MORE THAN A PLATFORM

Kestra Financial Business Consultants recognize you’re more than an advisor; 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:

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Strategy

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.

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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.

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Marketing

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. 

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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.

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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.

Portfolio

Wealth Management

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

A MORE PERSONALIZED APPROACH

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

Discover

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

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Plan

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

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Implement

Put your plans into action

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Review

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