Michael Gennawey
Financial advisor and program manager for SoCal Wealth Management, a hybrid advisory firm serving Credit Union of Southern California members, who has overseen substantial AUM growth and built a member-focused advisory program within a credit union.
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Feb 11, 2020 • 1h 41min
Ep 163: Building A Fast-Growth Practice Without Prospecting By Working Under A Credit Union with Michael Gennawey
Michael Gennawey, a program manager and advisor who built SoCal Wealth Management inside Credit Union of Southern California. He explains why credit unions drive trust and steady referrals. Hear how they screen members, onboard three new clients weekly with a two-meeting planning process, run hybrid advisory models and segment service tiers to scale growth.
