Featured White Papers from Kestra Financial

Kestra Financial
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Austin, TX 78735

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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.

Growth Through Acquisitions: An Alternative Route

October 19, 2017

When it comes to growing their businesses, financial advisors have many growth strategies they can pursue. They can expand their book by aggressively courting prospective clients, or focus their efforts on expanding their assets under management by bringing in more affluent clients.

Advisors also have another, less traveled growth path to consider: acquiring or merging with another firm. In a recent WealthManagement.com survey, advisors shared their experiences going through the M&A process: from what drove them to grow their practices through acquisition, to how they financed their deals. Find out more about the road less traveled in this new infographic.

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Top Five Transition Tips from Advisors

October 19, 2017

Whether you’re an advisor striking out on your own for the first time or an RIA moving between independent businesses, changing firms can offer the potential for professional and personal growth. In fact, one in five advisors has changed firms within the past five years, according to a recent survey by WealthManagement.com. But while these transitions can bring new opportunities, making the move can present a host of challenges.

Here are five key transition tips from advisors who have made the move to a new practice, to ensure the process is seamless for both you and your clients.

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Taking Advantage of Benchmarking

October 19, 2017

If you’ve done the work to evaluate the health of your business, you’re in good company. In a recent survey by WealthManagement.com, advisors said their benchmarking efforts have paid considerable dividends, from higher revenue to better client acquisition and retention.

But once you have the results in hand, what’s next? How do you handle the opportunities identified? It’s this step that often confounds advisors, with more than 50% sometimes or rarely taking action to address their results.

Learn some helpful ways to deal with the results of your benchmarking efforts.

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Five Steps for Setting Business Goals

October 19, 2017

Advisors know that building and growing their business requires setting goals.

Goals provide an important framework in which to work, and without clear, achievable objectives it’s hard to focus your efforts on actions that will help your business. These five steps can help you set the goals that will help you succeed.

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Six Ratios for Benchmarking Your Practice

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.

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Five Ways to Grow Your Business Beyond Your Book

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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