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Surprise! Tech-Enabled FA Recruiting Beats Expectations

“When everybody is working on a largely virtual basis, the prospective advisor recruit’s attention will naturally gravitate to service, senior level attention and culture. These are areas where mid-sized and small firms tend to have a very strong story, especially compared to the mega-firms.” - Kingswood U.S. CEO Mike Nessim

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Best Practices for Post-Pandemic Normality

Kingswood U.S. CEO Mike Nessim wrote an op-ed for Financial Advisor Magazine in which he shares his thoughts on the strategies and tactics financial advisors can employ to re-ignite one of the most crucial aspects of this business: face-to-face client relations.

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