How to Best Retain Client Relationships When Moving Firms
Kris Chester, COO of Kestra Financial, shares ways to maintain relationships with existing clients when transitioning to a new firm.
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Kris Chester
As chief operating officer, Kris is responsible for ensuring that Kestra Financial offers advisors the latest technology and highest-quality service while overseeing the continued simplification and streamlining of business processing. In this role, she leads the Client Service, Onboarding, Operations, Program Management, Sales Supervision, and Technology departments.
Women’s History Month 2022: Insights From the Women’s Empowerment Network
Our Women’s Empowerment Network (WEN) is dedicated to providing female financial professionals with a platform to share their strengths, talents, and experiences throughout the Kestra community.
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Working Through Today's Top Operational Challenges
Advisors today wear many hats, and part of our job is to help them manage client expectations and exceed their business goals as efficiently as possible. Our business consulting experts spend much of their time in advisors’ offices helping them evaluate and better manage their businesses.
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