2.4K
Downloads
22
Episodes
Podcast delivering valuable information to entrepreneurs and Financial Advisors.
Episodes
Friday Jul 24, 2020
Friday Jul 24, 2020
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.
Friday Jul 17, 2020
Friday Jul 17, 2020
Tune in to watch the latest episode of Kestra Out Loud, as co-hosts Mark Schoenbeck and Maria Bethel sit down with Beth and Lauren Richardson, the mother daughter duo behind the all-female firm, Maleta Wealth Management. Beth and Lauren discuss focusing financial planning efforts on female clients, how managing strong client relationships is an essential part of their business model, and the journey of what it has been like for Beth to bring Lauren into the family business.
Friday Jul 17, 2020
Friday Jul 17, 2020
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.
Monday Jul 06, 2020
Monday Jul 06, 2020
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.
Tuesday May 19, 2020
Tuesday May 19, 2020
Financial professional Scott Cohen discusses why transparency with clients and your staff is vital.
Monday May 11, 2020
Monday May 11, 2020
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!
Thursday Apr 09, 2020
Thursday Apr 09, 2020
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.
Monday Mar 30, 2020
Monday Mar 30, 2020
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.
Thursday Mar 19, 2020
Thursday Mar 19, 2020
Jennifer French, Vice President of Business Development at FMG Suite, has over 20 years of industry experience and even started her career selling websites to financial advisors. Here are some of her most impactful tips.
Wednesday Mar 18, 2020
Wednesday Mar 18, 2020
We had the pleasure of speaking with Dr. Rhodes, Vice President of Practice Management at CNL Capital Markets Corp. on a recent Kestra Out Loud podcast episode where we discussed applications of his LifeScore program.