SCHEDULE A DEMO REGISTER AS NEW USER LOGIN PODCAST The Importance of Firm Culture, Hiring and Retaining the Best People, also is Private Equity a Friend or Foe? GUEST: James Poer CEO at Kestra Holdings 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! Watch Listen View All Available Podcasts Subscribe for Updates Subscribe to The Big Reveal newsletter and receive: Bonus content from our guests Episode insights Preview of upcoming episodes © 2008 - 2021 Envestnet. All rights reserved. Privacy Fraud Awareness Data Promise Legal Business Continuity Security Social This website is for investment professionals only. It is not intended for private investors. Private investors who are interested in our investment services should contact a financial professional. FOLLOW US TWITTER LINKEDIN Newsroom Press Releases Blog Events Contact Careers Investor Relations Advisor Summit Brand Guidelines Sitemap PMC Tamarac MoneyGuide ERS Yodlee