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Kingswood Referral Program
As Kingswood continues to grow, we are excited to reintroduce our Referral Program, designed to reward you for bringing new advisors to the Kingswood community. When you refer a fellow advisor who joins Kingswood, you'll receive a referral fee (based upon total firm AUM) upon onboarding.
It’s our way of saying thank you for helping us grow with the right people.
If you have any questions, please contact Ryan Sabet (rsabet@kingswoodus.com)
It’s our way of saying thank you for helping us grow with the right people.
If you have any questions, please contact Ryan Sabet (rsabet@kingswoodus.com)
Investment Banking Referral Program
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.
To learn more about the Investment Banking referral program, download our one pager.
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