Featured White Papers from Kestra Financial

Kestra Financial
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Building 2, Suite 400
Austin, TX 78735

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www.kestrafinancial.com

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

March 14, 2018

Most advisors don’t see mergers & acquisitions as important parts of their overall growth strategy, but among advisors who have been through the M&A process, 91% agree that the deals have been beneficial to their practice. Learn more about using M&A as a growth strategy for your practice in this new infographic.

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Five Transition Tips for Advisors Making a Move

March 14, 2018

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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Turn Business Benchmarking into Business Growth

March 14, 2018

Measuring your business performance is the first step. The next step: Dealing with the results. Learn some helpful ways to take action after you benchmark.

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Five Steps for Setting Business Goals

March 14, 2018

Advisors know that building and growing their business requires setting goals. For some, though, setting goals poses considerable challenges. Follow these five steps to set the goals that will help you succeed.

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