Episodes

2 days ago
2 days ago
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

Tuesday May 23, 2023
Maximizing Growth and Efficiency with EOS®
Tuesday May 23, 2023
Tuesday May 23, 2023
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!

Tuesday Apr 25, 2023
Bee the Best Advisor: Using Honey to Win Clients and Strengthen Relationships
Tuesday Apr 25, 2023
Tuesday Apr 25, 2023
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.

Monday Sep 12, 2022
Top Advisors Reveal How They Mastered Social Media
Monday Sep 12, 2022
Monday Sep 12, 2022
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.

Friday Jun 03, 2022
The Benefits of Running Your Business Your Way
Friday Jun 03, 2022
Friday Jun 03, 2022
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.

Thursday Apr 28, 2022
The Importance of Community Involvement in the Life of your Business
Thursday Apr 28, 2022
Thursday Apr 28, 2022
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.

Wednesday Mar 16, 2022
The Value of Great Business Consulting
Wednesday Mar 16, 2022
Wednesday Mar 16, 2022
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.

Tuesday Mar 02, 2021
Wherever The Mind Goes, The Body Will Follow
Tuesday Mar 02, 2021
Tuesday Mar 02, 2021
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.

Thursday Feb 25, 2021
If You Had Access to a Superpower, Would You Use It?
Thursday Feb 25, 2021
Thursday Feb 25, 2021
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.

Monday Sep 14, 2020
The Power of Outsourcing with Rico Casares
Monday Sep 14, 2020
Monday Sep 14, 2020
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.