Michael Gennawey and Ryan Gallo of Investment Services—located at the Anaheim Hills, CA-based Credit Union of Southern California—recently attended LPL Financial’s Focus 2019 Conference in San Diego, one of the financial advice industry’s premier events and the largest annual conference hosted by LPL.
During the conference Gennawey and Gallo joined a select group of LPL Financial advisors and staff to share best practices and help connect other advisors to technology solutions that can help them more efficiently and effectively manage their practices.
More than 4,000 independent financial advisors attended this year’s Focus, held Aug. 18-20, to learn new strategies and skills, hear from industry leaders on a variety of topics, network with peers, and discuss trends in the financial advice space. As Technology Champions, Gennawey and Gallo joined LPL technology leaders in providing hands-on training and participated in “Ask the Technology Expert” sessions.
“These advisors were hand-selected for being early technology adopters and advocates for the value technology can bring to business operations. We thank these technology champions for their partnership and leadership, helping more advisors connect to LPL’s digital resources so they too can maximize the capacity of technology to move their businesses forward,” said Burt White, LPL Financial managing director, Investor and Investment Solutions.
“Operating a digital and systematic practice is key to effective business management, saving us time while also creating a better experience for our clients,” Gennewey said. “It was an honor to share my experience with other advisors and show them tangible ways that technology can empower their practice.”
“Operating a digital and systematic practice is key to effective business management, saving us time while also creating a better experience for our clients,” Gallo said. “It was an honor to share my experience with other advisors and show them tangible ways that technology can empower their practice.”
Gennawey is based in Orange County, CA and provides holistic financial planning and wealth management services specializing in retirement planning and custom crafted investment portfolios. Gallo is based in Whittier, CA and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities, and more.
Gennawey and Gallo are affiliated with LPL Financial, the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2019) and a leader in the retail financial advice market. LPL provides technology, resources and innovative business solutions to support advisors in their work to enrich their clients’ financial lives.
Michael Gennawey.
Ryan Gallo.