President and Co-founder of Journey Strategic Wealth talks about the intersection between expertise and technology, and serving clients via a holistic approach.Read More

Trends Impacting Advisors & Wholesalers ft. Penny PhillipsRead More

Check out this month’s practice management best practices below. Have a great end of April.Read More

Why the best advisors are relentless prospectors, obsessed with their business, and have conviction in their approach to clients and the market.Read More

Penny Phillips, co-founder and president of Journey Strategic Wealth, recommends advisors take a more strategic, intentional approach to leveraging clients for new business.Read More

Easy-to-implement ideas to drive daily productivity, including managing email inboxes efficiently and cueing your brain to focus on the ‘right’ activities.Read More

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