Episode 48 – Building Advisor Businesses Through Partnership – with Val Peters Rayevskiy
September 9, 202112m 55s
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Show Notes
Val Peters Rayevskiy is the Chief Operating Officer of Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer with over $2B in assets under management, that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor.
In this episode of Power Your Advice, Doug Heikkinen and Val talk about his background, what drew him to financial services and why Kingswood U.S. is unique:
- Why advisors should consider Kingswood, and why now
- Why Kingswood works so hard to deliver personal touch and service to their advisors
- How Kingswood’s culture of partnership drives everything they do
- What the future holds for Kingswood U.S.
Resources: Kingswood U.S.