Kingsview Partners

When Insurance Becomes the Strategy 🧠

Crump, Principal, Prudential, and Nationwide joined Kingsview for a deeper look at how life, long-term care, and disability planning can fit into real client situations.

The panel looked at business owners trying to keep key people, families sitting on outdated estate plans, clients with large qualified accounts, and retirees who may need a better way to plan for long-term care costs.

For advisors, the session was a practical reminder to look past the portfolio and ask a bigger question:

Where is the client still exposed?

Day 2 is off and running 🏃‍➡️

Leading us off? None other than Sean McGillivray, COO of Asset Management.

Sean opened the day with Kingsview’s State of the Union: where the firm stands today, where the industry is headed, and how Kingsview is building for the next stage of advisor growth.

With $10+ billion in AUM, 105+ advisors, 14,000+ families served, and a growing $2.7+ billion asset management platform, Kingsview continues to expand the tools, support, and scale advisors need to serve clients at a higher level.

CMO Paul Arancio, Andrew Seiden, and Steven Lubrano shared how Kingsview’s marketing team is helping advisors turn growth into a more intentional, repeatable process.

Their objective is simple: the marketing team is here to serve the advisor.
And that’s it.

From targeted social ads and personalized content to in-person event planning, the Kingsview marketing team does it all.

“I’ve got 10 times the result that I had. With the same amount of work. And actually, I don’t really have to worry about it that much… But it’s significant. So if you guys aren’t using [marketing], it’s just stupid.”

— Leon Shelton, Partner | Wealth Manager

That’s the power of a team built around advisor growth.