This week, Jack Sharry talks with John Amore, President of Kestra Financial. John is committed to building out capabilities that empower advisors and support the financial independence of their clients. He focuses on creating a thriving community of complete wealth managers. Before becoming President, John led Kestra's Wealth Management division, where he drew on his global leadership experience to drive growth, innovation, and advisor success.

John shares with Jack why he made the leap from wirehouse to the independent space, how Kestra is building out a holistic ecosystem for advisors, and what the firm is learning about one of the most critical issues facing the industry today—succession planning. John also discusses the recent industry study on succession planning and why it's a necessary and often deeply personal issue for financial advisors.

In this episode:

(00:00) - Intro

(01:25) - John's career journey

(05:10) - Lessons learned as president of Kestra

(06:27) - Kestra's ecosystem and wealth management capabilities

(10:03) - Why succession planning is important at Kestra

(13:46) - The personal side of business and relationships

(16:29) - How John operationalizes succession planning

(18:29) - Kestra's new ventures

(19:38) - John's key takeaways

(20:20) - John's interests outside of work

Quotes

"It's always been my goal to make sure that our advisors can be complete wealth managers, and that means meeting all the needs of their clients." ~ John Amore

"It's one thing to have the expertise. It's another thing to have it built into the platform so that it's easier for our advisors to use." ~ John Amore

"It's interesting to learn that only 6% of the advisors surveyed have a written succession plan, which is fascinating for an industry that gets paid to give financial planning advice." ~ John Amore

"Anyone who has been successful in this business, chances are they started because they were good or appreciate the power of relationships." ~ John Amore

Links 

John Amore on LinkedIn

Kestra Financial

UBS

Stephen Langlois

Kestra Holdings

James Poer

Kestra Investment Management

Kara Murphy

CBS Brokerage

Bluespring Wealth Partners

LPL Financial

Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

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