We're excited to launch a new referral campaign here at Kingswood, and we want you to be part of it.

Starting now, 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:
1. Refer a new advisor to Kingswood
2. They join and move their assets over
3. 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 (rsabet@kingswoodus.com) with any referrals or questions. We look forward to growing the Kingswood family together.

Kingswood’s Investment Banking Referral Program lets you earn a percentage of our success fee for every deal you refer that successfully closes. Just introduce us to a qualified business owner and we’ll take it from there.

To learn more about the Investment Banking referral program, download our one pager.