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buffalobuilt
Check out this month’s practice management best practices below. Have a great end of April.
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Why the best advisors are relentless prospectors, obsessed with their business, and have conviction in their approach to clients and the market.
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Penny Phillips, co-founder and president of Journey Strategic Wealth, recommends advisors take a more strategic, intentional approach to leveraging clients for new business.
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Easy-to-implement ideas to drive daily productivity, including managing email inboxes efficiently and cueing your brain to focus on the ‘right’ activities.
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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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Everything supposedly changed post-pandemic except the financial advisor’s role and how they drive new business. The contrarian view was part of a keynote session titled “Growth & Client Acquisition in 2022 & Beyond” at the Retirement & Longevity Summit in San Diego on Monday morning.
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