Kestra Private Wealth Services’ Post

There is nothing like visiting our KPWS partners! Recently, we had the chance to attend the grand opening of Symphony Wealth Group's brand-new office in Plano, Texas. Congratulations to the team and the new space!

Helping our advisors seamlessly make the transition from wirehouse to independent advisor is our number one priority. Hear more from Austin Palmer of Destination Wealth Advisors, who has first-hand experience working with KPWS to transition to independence.

Helping our advisors seamlessly make the transition from wirehouse to independent advisor is our number one priority. Hear more from Austin Palmer of Destination Wealth Advisors, who has first-hand experience working with KPWS to transition to independence.

We're excited to kick off our new highlight series, Meet the KPWS Team! For this month's installment, meet our Director of Project Management, Kevin Foote! With 10+ years of independent advisor experience, Kevin is the lead on new office onboarding and Advisor business analysis. Connect with Kevin and meet the rest of our team: https://lnkd.in/gM9JY9d

We could tell you all the benefits of partnering with KPWS, but why not hear it directly from one of our advisors? Andrew Wilkins, CFP®, SE-AWMA™️, CEPA® of Eagle Harbor Advisors, sat down to discuss how partnering with KPWS made his transition from the wirehouse easier.

A partnership can bring about significant benefits, but when is the best time for financial advisors to partner? Is it when there's been a growth plateau? Or something else entirely? Check out this piece from Michael Kitces for thoughts: https://lnkd.in/eUwQekFq

Sending a huge congratulations to Nancy Hurst, one of our amazing advisors at Liberty Wealth Solutions, who retired earlier this summer after nearly 50 years in the wealth management industry. From everyone at KPWS, we wish Nancy nothing but good health and fortune as she embarks on this next chapter. Happy retirement, Nancy! 🎉

Branding is a critical way to differentiate yourself from others when you go independent, so making sure you get it right is super important. Hear KPWS CEO Rob Bartenstein and Kristoffer Fu, CFP®, CEPA©, CPWA® Fu of Maven Bridge Capital discuss the evolution of brand building and finding your niche: https://lnkd.in/ejqcPPft

Closing out Tuesday with a shining advisor testimonial from Ricky Smith, President and Managing Director at Inspired Wealth Planning. Thank you to Ricky for sharing such a glowing business update and how KPWS has uplifted Inspired's business goals in such a short amount of time. 

Thinking about exiting the wirehouse? Whether your decision to exit is entrepreneurial, to have more control to better serve your client's needs, or compensation-based, we are here to guide you every step of the way to ensure that going independent doesn't mean doing it alone. Click the link below to see recent testimonials from clients that illustrate the full-service support you'll receive when choosing to partner with us:  https://lnkd.in/dnYnhjwz