Today (7/18) our CIO Kara M Murphy, CFA is #live from NYC on Bloomberg Radio with Kriti Gupta and Paul Sweeney Tune in at 9:40 a.m. CT here: ow.ly/UaJk50Pf9AY

We hope to see you in Austin, TX, on Tuesday 8/29 for Kestra Connect! Join us for a day of networking and sessions that will spark ideas and provide a self-analysis of your firm’s client journey and tools to enhance client experience. Contact your Business Consultant for details.

Our CIO Kara M Murphy, CFA joined Squawk Box #live from the Nasdaq this morning with Andrew Ross Sorkin and Becky Quick to dive into what's moving markets, earnings season, and where she sees opportunity to invest. ow.ly/TBvg50PgaVW

Our team is soaring to new heights! ✈ The Advisor Education team hosted our quarterly "Flight School" program, which trained members of newly joined firms on our processes, introduced them to new departments, and showcased our vibrant culture! Welcome to Kestra Financial!

EVP of Advisor Engagement, Mark Schoenbeck, hosted an episode of #KestraOutLoud with Alex Panas of Synthesis Wealth Planning on how he has grown his firm with EOS, a process of setting long-term visions for growth and steps to get there in the interim. ow.ly/VLXO50Pi6Ho

Shout out to Licensing & Registration Analysts Jennifer Jackson and Ashley Webb for empowering Denis O' Leary and the team at Coastline Wealth with the resources needed to succeed, and for providing him with a personalized experience. Kudos to you both! 👏

Our CIO Kara M Murphy, CFA believes 2023 is all about the revenge of growth stocks. Find out why in her #live Bloomberg Radio segment starting at the 9:45 minute mark: ow.ly/7tMa50PjY5n

Taylor Hammons, Head of Retirement Plans, discussed changes to catch-up contributions in Secure Act 2.0 and how to navigate conversations with clients before the official switch in 2024 in FA Magazine: ow.ly/FExq50PkOHw

Looking for your next summer book? Kestra Financial EVP of Advisor Engagement Mark Schoenbeck shared his personal and professional recommendations below. Let us know what you're reading this summer! 📚

According to our CIO Kara M Murphy, CFA rate hikes from the Federal Reserve are impactful, but there are other economic factors to keep in mind. Kara explained what she thinks matters more than interest rates in today's economy in Newsweek. ow.ly/qQFY50PmcBH

Happy #NationalInternDay! We're honored to play a role in their careers and watch them succeed as young professionals!

We wrapped up a collaborative workshop at #KestraConnect in NYC. Huge thanks BlackRock for hosting us at Hudson Yards!🙏 Want to attend a future workshop in Austin, Las Vegas, or Fort Lauderdale? Contact your Business Consultant for details!

In this Journal of Financial Planning article Kestra Financial’s Head of Planning, Jen Hollers, CFP, explained how subscription fee models reinforce the value of ongoing financial advice, attract and retain clients at any stage of life, and create a sustainable business: ow.ly/OCfg50PqlZT

We offer a sophisticated level of compliance support designed to empower your success. Our CCO Mike Pedlow is passionate about the industry and works to make compliance fun. Check out the "game show" he hosted earlier this year at #KestraAscend.

We're thankful to our Concierge Specialist Anisa Gumansingh for her ongoing support to Atlantic Pension Planning. See what the team had to say about her hard work and dedication:

Looking for a book to read before summer ends? Our CIO Kara M Murphy, CFA recommended her personal and professional favorites below. Let us know what you've been reading! 📚

Today (8/4) our CIO Kara M Murphy, CFA is #live on Bloomberg TV to discuss what's new in equity markets this week. Tune in at 1 p.m. CT here: bloomberg.com/live/us

Our Advisor Education Team works tirelessly to ensure our financial professionals have the skills, resources, and knowledge to best support their clients. The team hosts multiple training sessions throughout the year to empower advisor success. Check out the latest event! 📷

Our Concierge Teams are designed to know you and your business inside and out. When Debbie Santiago of Atlantic Pension Planning Corp. calls, Team Swift is ready to help without needing a brief on the firm first. That's another way we empower advisor success.

Our team recently competed in a tournament to be named the ping pong #champion of our home office. 🏓 Congrats to Staff Software Engineer Jonathan Roger on his victory and thank you to our Engage Committee for hosting!