Michael Gennaway is a financial advisor and program manager for SoCal Wealth Management, a hybrid advisory firm that oversees $260 million of assets under management for over 1,800 clients. Today Michael joins the show to discuss how he has built SoCal under the Credit Union of Southern California, getting constant new clients from them with the caveat that SoCal must take every new client referral.
Listen in as we talk about the unique ways that the credit union is complementary to SoCal Wealth Management, as well as how they are managing to acquire three new clients every week. You’ll learn how they screen their clients to ensure they are the best fit for their firm, how to find the right Credit Union for you, and more.
For show notes and more visit: https://www.kitces.com/163
Financial Advisor Success