President and Co-founder of Journey Strategic Wealth talks about the intersection between expertise and technology, and serving clients via a holistic approach.
Penny Phillips, co-founder and president of Journey Strategic Wealth, recommends advisors take a more strategic, intentional approach to leveraging clients for new business.
Easy-to-implement ideas to drive daily productivity, including managing email inboxes efficiently and cueing your brain to focus on the ‘right’ activities.
