Kestra Financial

Looking to scale your business while also growing profitability? Networking with centers of influence, increasing your refer-ability with current clients, and capitalizing on digital marketing are all great starting points. For more tips on how to grow your business from Kestra advisors, check out this video: https://lnkd.in/ee99_pje

"Everybody's very down to earth and willing to do whatever they can to help us grow our business and reach our goals," said Pamela Vanone, CPFA, AAMS from Magis Advisory Group. Check out the following video to learn more about Pamela's experience with Kestra Financial and why it was a natural culture fit.

We're excited to be kicking off another series installment of Meet the Kestra Team! This month, as part of our Meet the Team series, we're excited to feature John V. Amore. As Head of Wealth Management at Kestra Financial, John is responsible for overseeing the firm's robust platforms focused on wealth management, portfolio construction, investment products, advisory services, financial planning, and retirement plans. With more than 14 years of experience leading wealth management teams - and even longer in the industry - John leans on his expertise to ensure we support our independent financial professionals in their efforts to exceed client expectations. To connect with John and meet more of our Kestra team, visit: https://lnkd.in/eywpEiN

"Kestra leadership is always available to advisors, so you can stop them in the hallway for an event, send them a quick email, and they're here to truly hear our concerns." Watch Michelle Bender, President & Senior Financial Advisor at Potomac Financial Consultants, discuss how joining Kestra Financial has elevated their firm to new heights.

One of our core goals is to help advisors maximize the value of their business. We want to provide the tools that can help create more time for advisors to work on their business, not just in it. If you're currently evaluating the health of your practice, here are four key areas to jump-start your growth plan: https://lnkd.in/eX3eHpN4 #WealthWisdomWednesday

🎉 Kestra Financial and its affiliates are thrilled to share that multiple associated advisors have again been featured in AdvisorHub's annual Advisors to Watch rankings. The 2024 rankings celebrate outstanding advisors across multiple categories. They assess financial professionals nationwide based on the quality of their practices, business growth, and dedication to professionalism. We're proud to support this committed and distinguished group of financial professionals. Congratulations to all for earning this well-deserved recognition! Find out more: https://lnkd.in/eSTfzNse

Kestra Financial is pleased to welcome Kevin Mcphee to its roster of independent financial professionals in partnership with Coastline Wealth Management, who joined our network in 2019. With nearly three decades of industry experience, Mcphee's addition to Coastline has strengthened Kestra's collective oversight of the multi-office wealth management firm to $2.3 billion in assets under management. Read more about the announcement: https://lnkd.in/eVyfC5rn

"I kept coming back to Kestra because they weren't just telling me the things I wanted to hear, they really got to know me and my practice." Watch Jake Richter, President at Cowtown Financial Planning to learn more about his decision making process behind partnering with Kestra Financial: https://lnkd.in/dYBMZ3Jg

Last Thursday evening, our team enjoyed a summer picnic party filled with good food, lots of laughs, and great company. There's nothing like after-work activities with our team to celebrate the kick-off to summer! ☀️

We're just a few weeks away from Kestra Connect Chicago! We're excited to welcome our regional advisors to this year's event, focused on unlocking opportunities and scaling your business to new heights. Are you in the Kestra network and based near Chicago but still need to register? Connect with your business consultant or check your emails to learn more.