Kingwood U.S. CEO and Managing Partner Mike Nessim shared his thoughts about the technology trends implemented during the pandemic that are here to stay in this recent round-table discussion published in Digital Wealth News.
Michael Nessim, CEO, President and Managing Partner of Kingswood U.S., said, "The recruiting momentum continues at Kingswood, as we bring aboard these seasoned financial professionals from across the country. That we could attract this diverse collection of advisors is a testament to the flexibility of our platform and our overall value proposition for them. The word is spreading around the advisor community that Kingswood is a name they should consider, and our success in recent years is testament to that fact."
CEO Michael Nessim authored this article on why it would be a mistake to write off the brokerage model as a way for financial professionals to serve clients. Brokerage remains as relevant a way to meet specialized needs of some investors as fee-based service, even if its days as the dominant wealth management model are in the past.
CEO Mike Nessim discusses how working with multiple custodians allows Kingswood to meet the needs of new advisors and make their transition to Kingswood even easier.
A business is comprised of people and leaders/owners are only as good as the people surrounding them.
The new recruits mark an exceptional level of recruiting and M&A-driven growth for Kingswood U.S. over the past 24 months, going from 30 financial advisors to nearly 200 financial advisors today, overseeing more than $2.4 billion in client assets from across the country.
