Today we sit down with Kirstie Eustace, Chief Administrative Officer at Steward Partners, to discuss how the firm preserves its culture while expanding nationwide. Kirstie shares how Steward’s values—like partnership, excellence, and respect—are intentionally reinforced through clear communication and shared responsibility. She highlights talent management as a key driver of cohesion across more than 30 states, along with efforts to maintain consistency in employee experience and advisor engagement.
Kirstie also talks about attracting and developing the next generation of advisors, from internal mentorship to multi-generational teams. Today’s advisors, she notes, prefer collaborative, multi-disciplinary environments over going it alone. With a focus on transparency, onboarding, and leadership by example, Kirstie emphasizes that culture isn’t just maintained from the top—it’s upheld by everyone at the firm.
Resources: Steward Partners
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