Selling even a portion of an advisory business is a major decision and life event. It’s not one that should be rushed or taken lightly.Read More

Check out this month’s practice management best practices below. Hope this was a great quarter for you!Read More

Don’t miss this opportunity to hear from practice management expert, Penny Phillips, Co-Founder and President of Journey Strategic Wealth.   Ms. Phillips has the unique ability to offer impactful ideas with precision delivery.   She is a player/coach who ONLY preaches what she practices. If you are looking for a feel good, fluff session, this is NOT...Read More

Welcome back to the 273rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Penny Phillips. Penny is the president and co-founder of Journey Strategic Wealth, an independent RIA platform for advisors that manages over $3 billion in assets through the firms that they work with to outsource their back-office compliance and...Read More