Michael Koltz, wealth planner with Queensborough Investments, recently attended LPL Financial’s Focus 2019 conference, one of the financial advice industry’s premier events and the largest annual conference hosted by LPL Financial. Koltz joined a select group of LPL Financial advisers invited to present at the conference, which was held in San Diego.

More than 4,000 independent financial advisers and staff attended this year’s Focus 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.
 
In Koltz’s session, “Why a Relationship Based Model Still Works,” he shared his insights into making connections and building relationships with clients and prospective clients.

“My priority is on the interaction with a client and the trust we build between us,” said Koltz. “Relationships, especially in a bank environment, are the main driver in client loyalty and new business. I believe a relationship-based model is the key to being successful helping clients pursue their financial dreams.”
 
Koltz has 20 years of experience in the financial services industry. He works to build strong relationships with clients and bank partners by providing top-level service. Queensborough Investments helps clients make informed decisions for their financial futures, providing access to independent advice and investment options.