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March 30, 2022
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.
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Check out this month’s practice management best practices below. Hope this was a great quarter for you!
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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...
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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...
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