Kestra Out Loud Podcast

Kestra Financial
  • 5.0 (5)
  • Investing

Podcast delivering valuable information to entrepreneurs and Financial Advisors.

  1. 10/09/2025

    Freedom and Flexibility of Fully Supported Independence

    In this episode of Kestra PWS On the Fly, Gary Kiemele of WestPeak Private Wealth joins Rob Bartenstein and Scott Wilson to discuss how the freedom and flexibility of independence have enhanced Gary’s business and created new opportunities to deliver superior client service. Gary, Rob, and Scott also reflect on the transition process and why former wirehouse advisors are always thrilled with their decision to pursue independence.

    28 min

  2. 04/23/2025

    Navigating Legacy and Stepping into Leadership as a G2 Advisor

    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

    28 min

  3. 05/23/2023

    Maximizing Growth and Efficiency with EOS®

    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!

    21 min

  4. 04/25/2023

    Bee the Best Advisor: Using Honey to Win Clients and Strengthen Relationships

    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.

    22 min

  5. 09/12/2022

    Top Advisors Reveal How They Mastered Social Media

    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.

    56 min

  6. 06/03/2022

    The Benefits of Running Your Business Your Way

    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.

    19 min

  7. 04/28/2022

    The Importance of Community Involvement in the Life of your Business

    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.

    23 min

  8. 03/16/2022

    The Value of Great Business Consulting

    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.

    18 min
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Ratings & Reviews

5
out of 5
5 Ratings

About

Podcast delivering valuable information to entrepreneurs and Financial Advisors.

Information

  • Creator
    Kestra Financial
  • Years Active
    2020 - 2025
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © Copyright 2022 All rights reserved.
  • Show Website
    Kestra Out Loud Podcast