Our 4 Core Pillars: Equipment
(This post is the first of a four-part blog series examining the core pillars that constitute Kestra Private Wealth Services: equipment, real estate, technology, and compliance.)
Equipment and infrastructure. It’s not glamorous, but it’s what keeps the wheels turning and business thriving. It also takes a lot of time – especially during a global health pandemic. That’s where Kestra Private Wealth Services comes in. We bring your office to life.
We’ve set up seven new offices across the country this year alone. As you can imagine, sourcing equipment and supplies in today’s environment comes with its challenges. Nonetheless, equipment and infrastructure is an essential part of any business – pandemic or not – and that’s why it represents one of our four core pillars.
Below is an overview of what the process typically entails – from signage to supplies to sanitizer.
- Furniture and office essentials: Are you going for a more modern aesthetic with clean lines and neutrals, or something more traditional with dark wood tones and deep colors? We’ll work with you from start to finish to capture the look you desire. We’ll also tackle everything from ordering your signage and furniture – sofas, desks, chairs, conference tables, etc. – to set up and assembly.
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Supplies: There’s nothing worse than starting a Monday morning without coffee in the office. We’ll handle all of your supply needs, from filling your desk drawers to the kitchen cabinets.This includes ordering hand sanitizer, pens, papers, staples, dividers, and yes, of course – coffee.
- Service providers: Anyone who has ever been placed on hold with a cable company for hours on end knows how frustrating and cumbersome dealing with service providers can be. We handle all of this for you by managing cable, phone and internet services, janitorial assistance, and more.
As a business owner, you need to determine how to best spend your time. Will it be more impactful for you to spend 45 minutes on hold trying to fix your phone system or instead, go above and beyond on your client’s financial plan? Let our problem resolution team take on the role of office manager so you can do what you do best – serve your clients.
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