Blog

Practice Management Monthly – August 2021

When we launched Journey, we had a vision of changing how the industry defines independence for advisors. Not only have we built a...

How to Ensure Your UVP, Mission and Vision Statements Are Effective

We spend an inordinate amount of time in this industry training advisors how to craft statements: elevator pitches, unique value proposition (UVP) statements,...

When to Use Network Drives vs. the Cloud

In this video, Chief of Staff Erin discusses how to streamline your document management process.

How to Be Productive During an “Off Week”

In this video, Penny discusses ways to stay productive and efficient when you have a light calendar.

Meeting the Evolving Needs of Female HNW Investors

Women are a growing economic force in the world, controlling one-third of all wealth. Yet many wealth management firms and the industry as...

Finding the Cure For Fragmented Data in Legacy Wealth Management Systems

According to a 2019 study, small businesses use an average of 40 different apps. This number grows  to over 200 for enterprise-sized companies and...

What Happens When You Resign From a Non-Broker Protocol Firm?

Non-Broker Protocol breaks can be challenging if you are not prepared for what could happen before, during and after your transition. If you...

How to Wow Prospects Without Trying

In this video, Penny discusses simple steps you and your team can take to wow prospects and new clients.

Should Advisors Force Employees Back to the Office?

Last week, Morgan Stanley CEO James Gorman told his 60,000 employees to come back to the office. “If you can go to a restaurant in...