Michael Gennawey's guest appearances

Michael Gennawey

Financial Advisor Success

Speaking Logicly

Reese Harper

Roger Whitney

Hilary Hendershott

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

Ric Edelman

OwlTail

In this episode, we speak with Michael Gennawey of SoCal wealth management. We talk about the unique challenges advisors face when part of a credit union, how he thinks about portfolio construction, and also some of the parallels between investing and video games.

Being a Credit Union Advisor Feat. Michael Gennawey

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     

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: <a href="https://www.kitces.com/163" rel="nofollow" target="_blank">https://www.kitces.com/163</a>

Ep 163: Building A Fast-Growth Practice Without Prospecting By Working Under A Credit Union with Michael Gennawey