Month

August 2021
When we launched Journey, we had a vision of changing how the industry defines independence for advisors. Not only have we built a firm tailored to advisors who want both independence AND full-fledged practice management support, but we’ve also created best practice resources for financial advisors across the entire industry.
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We spend an inordinate amount of time in this industry training advisors how to craft statements: elevator pitches, unique value proposition (UVP) statements, mission statements, vision statements, etc. But we spend virtually no time teaching advisors how to use those statements to help shape and lead their practices.
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In this video, Chief of Staff Erin discusses how to streamline your document management process.
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In this video, Penny discusses ways to stay productive and efficient when you have a light calendar.
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Women are a growing economic force in the world, controlling one-third of all wealth. Yet many wealth management firms and the industry as a whole continue to misunderstand the needs of women investors leaving them underserved.
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