Episode Notes

We discuss: 

• Advice on how to achieve a healthy work/life balance in your career.
• Choices and the importance of choosing risk and not being afraid to take necessary risk in your career.
• How to overcome risk-aversion.
• How to not only “talk the talk” but also “walk the walk” in your management style.

Resources: InvestmentNews | Christine Shaw | Kestra Financial | Kris Chester | 

Guest Bio: 

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.

A strategic, innovative leader, Kris has extensive experience in merger integration, business transformation, product development, and client delivery. Prior to joining Kestra Financial in January 2018, Kris worked at Wells Fargo Bank for 18 years, most recently serving as executive vice president and head of treasury management implementation and delivery. In that capacity, she led a team of more than 750 people that implemented and integrated the bank’s treasury management solutions, among other responsibilities.