41 min

James Poer: The Importance of Firm Culture, Hiring and Retaining the Best People, also is Private Equity a Friend or Foe‪?‬ The Big Reveal, hosted by Suzanne Siracuse, in partnership with Envestnet

    • Investing

In this episode, the Kestra Holdings CEO shares his critical components essential to achieving a successful and positive firm culture, his advice to anyone looking to buy or sell their practice and his thoughts on whether private equity investment is good for advisors long term! Plus, what is the one question he asks EVERYONE he interviews… and where you may find him during his downtime!

In this episode, the Kestra Holdings CEO shares his critical components essential to achieving a successful and positive firm culture, his advice to anyone looking to buy or sell their practice and his thoughts on whether private equity investment is good for advisors long term! Plus, what is the one question he asks EVERYONE he interviews… and where you may find him during his downtime!

41 min