VIEW TABLE OF CONTENTS
BROKER-DEALERS: 1,000 Advisors or More Practice Management
KESTRA FINANCIAL
Our Peer Perspectives Program is an innovative initiative that brings together Kestra’s top advisors and firms to share their ideas and best practices. By collaborating with each other, advisors drive growth, learn and build a strong community. The program offers a platform for advisors to share insights and learn from each other’s experiences, working together to serve their clients better and build more profitable businesses. By leveraging the collective knowledge of top Peer Perspectives Program
performers, Peer Perspectives promotes a culture of innovation and excellence, driving the success of Kestra’s advisors and firms. This program has proven to be an invaluable resource for advisors, providing them with the tools and support needed to stay ahead in today’s rapidly changing financial landscape.
Kestra Financial provides a leading independent wealth management platform that enables larger, evolved wealth management firms to prosper, grow and provide superior value and support to their clients. While we aren’t everything to everyone, our independent and entrepreneurial culture enables us to foster and support a unique community of like-minded independent financial professionals. This includes individual advisors and also ensemble, multi-partner firms – all generating revenues that are typically above average when compared to industry standard. Kestra Financial creates exceptional scale and efficiency for financial professionals, working alongside them to help identify and reach specific business objectives as well as manage their back-office operations. Kestra Financial was established in 1997 and is headquartered in Austin, Texas.
www.kestrafinancial.com
64
WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook