Featured White Papers from Kestra Financial
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Building 2, Suite 400
Austin, TX 78735
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services have over 20 years of industry experience and are taking flight to elevate the level of personalized service you need.
August 11, 2017
One of the trickiest aspects of being a financial advisor is simultaneously navigating your dual responsibilities as both a financial advisor and business owner. In order to gain a well-rounded perspective of your firm’s performance, there are several key metrics you should use to assess and interpret its financial health. We’ve outlined six ratios that will offer deeper and more valuable insights into where you stand and help you maximize your firm's performance.
August 11, 2017
Often, in an effort to serve their clients, advisors neglect their own business. However, growth in business is imperative. There’s even a popular saying: “If you aren’t growing, you’re dying.” One of our core goals at Kestra Financial is to help you maximize the value of your business. We work one-on-one, encouraging you to manage your business as a personal asset with the same level of care and diligence as you manage client assets. We help you find the time and tools to work on your business not just in it. When evaluating the health of your practice, here are five key areas to jump-start your growth plan:
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