Month

April 2021
Principals of advisory firms know that if they want to monetize their practices, there may be no better time than right now. The reason? An 11-year bull market has driven valuations for firms into record, and possibly unsustainable, territory; a coming increase in taxation on capital gains makes holding off on a sale risky; and...
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Guest host (and FMG Suite Chief Evangelist) Samantha Russell is joined by Penny Phillips, President and Co-Founder of Journey Strategic Wealth and Founder of Thrivos Consulting. Samantha and Penny discuss the number one thing advisors need coaching on, how to make video and social media work for you, and what practice management and marketing tactics...
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Financial advisors considering an independent move should cast aside any delusions that it’s easy, according to RIA coach and entrepreneur Penny Phillips. Phillips and advisors Michael Brown and Brian Flynn launched a new practice management-focused RIA aggregator called Journey Strategic Wealth at the beginning of the year. Entering a crowded sector that Cerulli Associates pegs...
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If I ranked all the questions I get from advisors by order of popularity, “Why can’t I find the right person to be my associate advisor?” would place in the top five. Perhaps even top three. I have found that the answer to this question has much more to do with the way advisors structure...
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An RIA aggregator that launched into the crowded sector earlier this year has made its first M&A deal and opened its first location on the West Coast. Financial advisor Kristin Bartlow joined Journey Strategic Wealth after nearly a dozen years with Northwestern Mutual, where she had grown the ensemble practice to a team of four...
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summit, New Jersey-based Journey Strategic Wealth has expanded with the opening of a new San Francisco office that is home to the first advisor team under the new RIA partnership business model that Journey launched in January, it said Tuesday. The San Francisco advisor team is led by Kristin Bartlow, previously of Bartlow Wealth Management,...
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Journey Strategic Wealth, the new registered investment advisor/partnership launched earlier this year, has recruited its first tuck-in, adding financial advisor Kristin Bartlow and her team, who bring $180 million in client assets, from Northwestern Mutual. Journey was founded in January by financial advisors and former Dynasty Financial Partners executives Michael Brown and Brian Flynn, along with...
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Summit, N.J., April 13, 2021 (GLOBE NEWSWIRE) — Journey Strategic Wealth (“Journey”), a registered investment advisor and practice management partner, today announced the launch of their San Francisco office led by award-winning advisor Kristin Bartlow, CFP®, CLU®, RICP, ChFC®, WMCP®, previously of Bartlow Wealth Management, a Northwestern Mutual firm. The team brings $180M in assets...
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On this week’s episode we speak with Penny Phillips, President and Co-Founder of Journey Strategic Wealth. She has extensive experience coaching and consulting financial advisors, business owners and wealth management institutions on assembling the resources and tools they need to powerfully serve clients. The pandemic has altered the way advisors interact with clients. Phillips observes...
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