Healthcare & Families The Hebets Company targets healthcare organizations, distinguished families, and nonprofit healthcare organizations, offering comprehensive succession, estate, and executive compensation planning. The Value of Voice positioning provides a differentiated reason to engage stakeholders across planning journeys, creating upsell opportunities for investment management via the Kestra network.

Succession & Compensation Key sales opportunities lie in CEO and business succession planning, C suite retirement compensation, and HR consulting for hospital systems and FQHCs. Propose bundled services that combine wealth creation with retirement planning and compensation benchmarking, leveraging Kestra advisory capabilities to deliver integrated planning and investment solutions.

Tech Modernization Hebets uses a mix of tools such as GreenRope and Shopify, which signals room to modernize client relationship management and digital experiences. There is an opportunity to introduce deeper CRM, client portal features, and stakeholder engagement platforms to capture planning opportunities and improve conversion rates, with integrations to Kestra products where appropriate.

Credibility & Access Winning the Peter W. Mullin Visionary Leadership Award boosts credibility with healthcare systems and family offices. This can fuel targeted marketing, webinars, and speaking engagements to win larger hospital networks and sophisticated family offices, reinforcing the Value of Voice approach in proposals.

Kestra Partnership Affiliation with Kestra Investment Services enables broader investment advisory capabilities and co offering opportunities with current clients while expanding into new markets. Aligning go to market with the NFP corporate parent can unlock institutional networks, referrals, and scale for enterprise planning and wealth management solutions.