Kestra Out Loud Podcast

In this episode of Kestra Financial Outloud, a panel of next-generation G2 advisors joins Mark Schoenbeck, EVP of Advisor Engagement, to discuss their experiences transitioning into leadership roles at their firms, inheriting and taking over client relationships. They'll also share insights and advice to help other G2 advisors effectively prepare for the transition while staying true to what makes you unique. Advisor panel includes: Mark Schoenbeck, Kerry Jackson, Yanni Neihbur, Liz Hand

Discover how the Entrepreneurial Operating System® (EOS®) can support small and medium-sized business growth. Join Mark Schoenbeck, EVP of Advisor Engagement at Kestra Financial, as he interviews Alex Panas, Managing Partner and Wealth Planner at Synthesis Wealth Planning, about his experience with EOS. Learn how EOS can streamline operations, increase accountability, and foster team culture. As financial advisors, understanding EOS is crucial for long-term success. Tune in now for valuable insights and practical tips!

Kestra Advisor Rainey Rogers of McKinney Wealth Management shares his passion for beekeeping and how he incorporates honey into his business to win clients and foster stronger relationships. Join host Mark Schoenbeck as he uncovers Rainey's secrets to sweet success and how his beekeeping hobby has become a valuable tool in his financial advisory business.

Digital marketing is the center of any successful marketing strategy, and social media plays a significant role in that outreach. Kestra Financial's Mark Schoenbeck VP, advisor engagement hosts a panel of trailblazing financial advisors who have built leading businesses with strong social media strategies. Ted Jenkin, CEO of oXYGen Financial, Liz Hand, Co-Owner of Pleasant Wealth, and Derrick Jackson, owner of Ryleigh Wealth Management share their stories of how they grew their practices and tips for how you can too.   Watch on YouTube: https://www.youtube.com/watch?v=joPawvGKFM0

Being able to manage your business your way is vital to your success. In the financial services industry you must have a partner that provides the technology and operational support that allows you to do exactly that. Kestra Financial advisors, Jason Dudum, Jennfier, Hope, Frannie Gardner, and Troy Flinn explain how they were able to build thriving business through such support.   Watch the full episode here: https://youtu.be/KDE00DJShAE

Giving back to your community and becoming more involved are extremely important ways for you to improve your local while growing the impact of your business. EVP, Advisor Engagement Mark Schoenbeck chats with Yudi Gross, Co-Founder of Aequus Partners, and Thom Shumosic, Founder of MidAtlantic Retirement Planning Specialists. Two advisors who have devoted time and money to local organizations to help build the communities they are a part of. You can also watch the episode here: https://youtu.be/fJtHEY4TWfI

Kestra advisors, Liz Lopez of Prominent Peak Wealth Management, along with Deborah and Natalie Trouw of Elevation Financial Group discuss the impact Kestra's Business Consulting team has made on their business, the supportive culture at the firm, and their reasons for joining. Learn more about the resources and support that Kestra Financial has to offer: https://www.kestrafinancial.com/partner-with-us/business-consulting  Watch the full video here: https://youtu.be/WkYybHyuYkg  

In this podcast episode, we're speaking with Wellness Coach, Author, and former Financial Advisor, Jeff White, to discuss the importance of physical and mental fitness. Our mind and body are our greatest assets, so it's important to understand how to best take care of ourselves long term. Maria Bethel and Rob Bartenstein lead a riveting discussion that you don't want to miss.

In this podcast session, former InStyle magazine beauty editor-turned author and health coach, Jolene Hart, will teach us how to tap into our (underrated) individual superpower– personal energy. We'll talk about how the mind influences the body, the power of tapping into and trusting our instincts, how work and creativity go hand-in-hand, and we'll leave each listener with three actionable steps for energetic change. You will not want to miss this powerful and inspiring episode, co-hosted by Maria Bethel and Rob Bartenstein that is sure to leave you curious about igniting your light.

Rico Casares, CFP and CLU Vice President, joins cohosts Mark Schoenbeck (EVP, Advisor Engagement) and Mike Pedlow (EVP and Chief Compliance Officer) to talk about the power of outsourcing. Tune in to hear Casares discuss how to evaluate the value of your time, the benefits of outsourcing, and advice for hesitant advisors.

Wealth management firms should define success by how well their operations perform under pressure, Kestra Financial COO Kris Chester says in an episode of Financial Planning's podcast. The veteran executive, who joined Kestra in 2018 after her time in Wells Fargo's treasury management unit, now helps lead the private equity-backed firm of some 2,500 advisors. In an interview with FP Senior Editor Tobias Salinger, Chester explains how the Austin, Texas-based firm supports advisors across two IBD subsidiaries, an RIA M&A arm, and a breakaway RIA channel.   Unforeseen events like the coronavirus pandemic will lead the business side of any firm to increase its appreciation for maintaining normal operations, Chester says, describing how more than 250 home-office employees rapidly moved to remote work in March when the firm found out about a potential case of COVID-19 among its associates Even in these strange times, though, advisors carry on running their businesses. Kestra CEO James Poer and Chester seek out support staff who can get to know the advisors by name and efficiently address their questions and requests, she says.   “Our promise to our advisors is to serve them well,” Chester says. “And it's really important to have the right type of individual in those service and operations roles because, at the end of the day, that's what defines your delivery. And they're the ones who have to deliver on your promise to the advisors because if you're not able to deliver solid operations and solid service then there's really very little value that you're able to provide to those that you serve.”

Financial Professional, Eric Brotman, reflects on his experience as a financial professional, how starting his podcast “Don't Retire… Graduate” has helped him become an influencer in his field, and the keys to his success.

Financial Professional Ted Jenkin illuminates how marketing is the ultimate investment. Tune in to find out how he utilizes digital marketing strategies to strengthen his brand, find new clients, and increase the value of his company.

Listen in as Our President and CEO, James Poer, is interviewed by Robert Huebscher of Advisor Perspectives to discuss his blueprint for leading through unusual times. Find out how our culture of open communications has served Kestra Financial throughout the Covid-19 pandemic and how the best practices that emerged during this time will shape how we operate even after the current crisis subsides. 

In this podcast, financial professional Scott Cohen discusses why transparency with clients and your staff is vital. 

What goes together better than markets and magic? In this podcast episode, Theron Schaub, magician and VP of Strategic Relations at Buckingham Strategic Partners, spoke with our own Maria Bethel and Austin Moon to explain how: 1. Market decline impact on your clients' financial plans. 2. How to talk to your clients about the difference between temporary decline and permanent loss. 3. How people connect emotionally from a "life first" approach. Watch the full episode for market education and some magic tricks you don't want to miss!

In this podcast, Dr. Daniel Crosby, the chief behavioral officer at Brinker Capital, talks about the role emotions can play in investment decisions. Dr. Crosby's research focuses on how sociology, psychology and neurology impact investment decision-making, and he is known for his New York Times best-seller Personal Benchmark: Integrating Behavioral Finance and Investment Management. In this podcast, Dr. Crosby covers ideas of how personal and portfolio wellness come together in our lives, five ways to take care of yourself in stressful times every day, and three concepts to help you stay focused on your financial goals.

As investors are pushing for yield, are advisors reaching for CLO's? (Collateralized Loan Obligations) Tune in to this special 'Nerd Alert' podcast edition to learn more about CLO's in today's market. 

Esteemed guest, Geoff Colvin, takes center stage on the Kestra OutLoud podcast! Geoff offers his unique perspective in this 27-minute episode and unleashes actionable insights on the economic and technological forces driving emotional challenges for clients.  Geoff's columns stories in Fortune Magazine have earned him millions of loyal fans, many of whom also listen to him on the CBS Radio Network, where he reaches seven million listeners every week. Geoff Colvin is author of several books including the groundbreaking international bestseller "Talent Is Overrated: What Really Separates World-Class Performers from Everybody Else."