Develop Your Business
Kingswood U.S. grows when its advisors grow, thus we have implemented resources in order to help you succeed.
Grow through internal recruitment
Many advisors choose to become Series 24 OSJs and to support our advisors that choose to do so, we have developed a substantial internal recruitment team with many years of experience in order to provide the best possible service.
Grow through acquisition
A sure way to push your business to the next level is to purchase a book of business. This method can become quite costly and difficult to finance individually, but with the substantial financial resources we have here, Kingswood is able to reduce the stress of financing your purchase of a book of business. Not to mention, our succession planning team will always be available for you to inquire about any advisors looking to sell their book of business.
grow through prospecting
At Kingswood, we have an internal desire to always support out advisors and provide them with any and all tools to be successful.
Dynamic Marketing & Prospecting Support
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Kingswood turns the traditional way for generating leads for your business upside down. Through our relationship with leading digital marketer, Snappy Kraken, we help you access a turnkey lead generation platform that will conquer arguably one of the most difficult challenges an advisor faces today: the proactive generation of new clients for your business. We will help you automate the:
- Generation of new leads
- Nurturing of leads
- Engagement of your clients to generate new referrals
- Workflows required to efficiently maintain all these new leads!