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February 2021
25
Feb
How to Optimize Your Team Before a Merge or Transition
February 25, 2021
Penny
Youtube Channel
In this video, Penny discusses what you may need to change about your team before leaving for a new firm.
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15
Feb
How to Work “On” the Business Daily
February 15, 2021
Penny
Youtube Channel
In this video, Penny discusses what you may need to change about your team before leaving for a new firm.
Read More
11
Feb
Which Aspects of Marketing Should You Outsource?
February 11, 2021
Penny
Youtube Channel
In this video, Penny discusses best practices for advisors who are struggling with what to keep “in house” and what to “outsource” as it relates to marketing.
Read More
Recent Posts
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Transitions, Transactions & Promotions: SageView, Journey Strategic Wealth Acquire Women-Led Practices
Penny Phillips, Dave Welling, Jason Wenk: How to Serve More Clients, Better
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