About This Episode

Find out how their culture of open communications has served Kestra Financial throughout the Covid-19 pandemic and how the best practices that emerged during this time will shape how they operate even after the current crisis subsides.

About Our Guest

James Poer is president and chief executive officer of Kestra Financial. He is dedicated to helping independent financial advisors fulfill client goals through a unique integration of technology and service. Kestra Financial serves independent financial advisory firms with varying business affiliations, including RIAs and hybrid advisors.

Show Notes

• Learn more about Kestra Financial:https://www.kestrafinancial.com/

• More about Kestra’s smart technology solutions: https://www.kestrafinancial.com/partner-with-us/technology

• Additional resource on how to maintain business growth during this time: https://www.kestrafinancial.com/newsroom/perspectives/how-to-keep-your-growth-on-track-amid-market-downturns

• Talk with someone about taking your business to the next level: https://www.kestrafinancial.com/meet-with-us