Tag Archives: #KingswoodUS

Episode 66 – Have the Courage to Bet on Yourself – with Ashley Webb

September 20, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #AshleyWebb, #Courage, #DougHeikkinen, #FinancialAdvisors, #FinancialServices, #KingswoodUS, #PermissiontoSucceedpermissiontosucceedpodcast

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Ashley Webb is the Director of Operations & Onboarding at Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor.

Ashley rose quickly into a leadership role with Kingswood. In this episode, Doug & Ashley talk about how her upbringing, her experience as an athlete, and the fact that she fell in love with New York City on a college service trip all combined to give her the strength to pack two suitcases a book a one-way ticket to New York to start a new life. The rest, as they say, is history.

Resources: Kingswood U.S.

Episode 64 – A Purposeful Approach to Client Management – With Rikin Patel

August 5, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #ClientManagement, #DouglasHeikkinen, #FinancialAdvisors, #Future, #Insurance, #KingswoodFamilyOffice, #KingswoodUS, #PermissiontoSucceed, #RikinPatel, RIAspermissiontosucceedpodcast

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Rikin Patel is the Co-Founder of Kingswood US’s Family Office, who has been helping financial advisors surpass their business and personal goals while reaching their entrepreneurial dreams through comprehensive wealth management and business-building services.

In this episode, Rikin joined Doug to talk about his journey to becoming an advisor, his approach to client management and how he approaches integrating insurance in his clients’ accounts.

They also discussed:

What influenced Rikin while growing up that led him to becoming a CPA
His revelation of wanting to help clients in a different way than other advisors
How he views accumulation and deaccumulation in a client’s lifecycle
Why insurance plays a significant role in his client management
His experience at firms along his career, deciding to join Kingswood, and why the family office is special
What Rikin is excited about at this point in his career

Resources: Kingswood US, Kingswood Family Office

Episode 61 – Find the Partner That Can Help You Grow – With Matt Nielsen

June 17, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #DouglasHeikkinen, #EndowmentInvesting, #FinancialAdvisors, #KingswoodFamilyOffice, #KingswoodUS, #MattNielsen, #PowerYourAdvice, #SuccessionPlanning, RIAspermissiontosucceedpodcast

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Matt Nielsen is the Co-Founder of Kingswood Family Office, which focuses on endowment-style investing for ultra high-net-worth individuals and families. In today’s episode, Doug and Matt talk about his professional journey, the circumstances that drove him to find a new partner, and how Kingswood’s creativity and commitment to his (and others’) growth set them apart from other potential providers. They also discuss:

What it’s like to work with professional athletes
Why Matt focuses on endowment-style investing
How Kingswood Family Office began from a shared commitment to growth and a great introduction
How Kingswood helped Matt and his partner become the succession plan for another Kingswood advisor
What’s next for Matt & Kingswood Family Office

Resources: Kingswood Family Office | Kingswood U.S.

Episode 57 – Get Out of Your Comfort Zone to Build Your Future – With Danielle Mariano

April 20, 2022Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #DeFrezeFinancialServices, #DouglasHeikkinen, #FinancialAdvisors, #KingswoodUS, #NextGenAdvisor, #PowerYourAdvice, #SuccessionPlanning, RIAspermissiontosucceedpodcast

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Danielle Mariano of DeFreze Financial Services and Kingswood U.S. is part of the next generation of financial advisors stepping up to lead their firms into the future.

In today’s episode, Doug and Danielle talk about her professional evolution, what it’s like to become the succession plan for a firm, and how she knew she needed a new broker-dealer to help her evolve her business to its next phase. They also discuss:

How Danielle got drawn into financial services and learned to run an advisory business from the ground up
How her former role as an athletic coach has helped her in working with clients and managing a business
Why she finds being a female advisor a huge advantage
Why she sought out a new broker-dealer, and what her search process looked like
How partnering with Kingswood U.S. has helped her manage and grow her business
What the future looks like for her and her firm

Resources: DeFreze Financial Services | Kingswood U.S.

Episode 51 – There’s No Option but Success – With Michael Nessim

July 15, 2021Financial, Investing, Permission To Succeed, Uncategorized#Advisorpedia, #DouglasHeikkinen, #entrepreneur, #FinancialAdvisors, #KingswoodUS, #MichaelNessim, #PermissiontoSucceed, RIAspermissiontosucceedpodcast

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Michael Nessim is the Chief Executive Officer and Managing Partner of Kingswood U.S., one of the fastest-growing advisor platforms in the country. In this episode of Permission to Succeed, learn how his early experiences led to his belief that there was room for a new broker dealer, and how his conviction that, for him, there was no option but success drove him to build the partnerships required to grow and evolve his business.

Resources: Kingswood U.S.