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BROKER-DEALERS: 1,000 Advisors or More Transition Support
KESTRA FINANCIAL
Onboarding Reimagined
Kestra has reimagined its Onboarding Support Model to deliver a comprehensive and efficient transition process. With innovative tools and resources, dedicated onsite support teams, and expert consultants, Kestra seamlessly onboarded a record $8.5 billion in new assets in 2022. Our new integrated bulk client upload tool has transformed the onboarding process, reducing the time it takes to move accounts and assets by 75%. Kestra also now assigns dedicated consultants onsite with the firms to ensure a white- glove experience for their advisors.
Kestra’s focus on extensive training has also contributed to a 40% reduction in items submitted in not-in-good order, ensuring a more efficient onboarding process. Overall, Kestra strives to provide its advisors with the highest service and support, ensuring a smooth transition to their platform.
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
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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.
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