Blog

Winning with Holistiplan E7: Penny Phillips

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

Internal Use Only: For Financial Professionals by Financial Professionals.

Trends Impacting Advisors & Wholesalers ft. Penny Phillips

Practice Management Monthly – April 2022

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

Jolt! 2022: Penny Phillips on the Paralyzation of Financial Advisor Marketing

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

How to Get Referrals Without Asking

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

How to Be More Productive Daily

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

How to Better Understand the Psyche of the Seller

Selling even a portion of an advisory business is a major decision and life event. It’s not one that should be rushed or...

Practice Management Monthly – March 2022

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