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November 23, 2021
On this episode of Shaping Change, Ross Marino interviews Penny Phillips, Co-Founder & President of Journey Strategic Wealth. They discuss how to help advisors manage change, finding the balance between low-cost and high-value, and the importance of utilizing CRMs and other advisor tools to provide top-tier client service.
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Check out this month’s practice management best practices below! Wishing you a great November filled with lots of planning for next year!
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Watch this video for tips on how to be productive after a conference including how to prioritize your key takeaways.
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In this video, Head of Investments at Journey Strategic Wealth, Mark Lebida gives advisors tips on how to think about streamline and scale their investment management platform.
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Let’s be honest: most advisors jump right back on their proverbial hamster wheel when they get back to their offices post-conference. Most never look at their pages of notes again after getting off the plane! I’m here to tell you: That’s OK.
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