Any current advisor who refers a new advisor to join our platform will receive $25,000 once that advisor's assets are fully transitioned over to Kingswood.
You already know what makes Kingswood a great fit for advisors looking for more flexibility, better support, and a stronger platform. Now you can turn those conversations you're already having into real dollars.
Here's how it works:
- Refer a new advisor to Kingswood
- They join and move their assets over
- Once the transition is complete, you receive a $25,000 payout
If you know someone who might be a good fit, whether that's a former colleague, someone in your network, or an advisor you've crossed paths with at industry events, now's the time to reach out.
Feel free to contact Ryan Sabet via email at rsabet@kingswoodus.com or phone at 516-315-6596 with any referrals or questions.
We look forward to growing the Kingswood family together.
Ryan Sabet - Head of Advisor Growth and Development
rsabet@kingswoodus.com
(C) 516-315-6596
(O) 212-600-5402
