Blog

January 19, 2022

Which Questions Clients Should ALWAYS Ask Their Advisors

Listen to one of the co-founders and advisors at Journey Strategic Wealth talk about the questions clients SHOULD ask their advisors… And that...
January 19, 2022

How to Prepare for a New Year After a Rocky Start

Advisors put a lot of pressure on themselves to have everything right on the first day of a new year; business plan complete, goals...
January 12, 2022

Private Wealth Management Summit

December 20, 2021

Practice Management Monthly – December

Check out this month’s practice management best practices below! Wishing you a great holiday season.
December 3, 2021

How to Ensure You’re Segmenting Properly

Segmenting your clients is an absolute necessity if you want to grow, but doing so without a plan for scale will stagnate your...
November 23, 2021

Manage Change & Thrive

On this episode of Shaping Change, Ross Marino interviews Penny Phillips, Co-Founder & President of Journey Strategic Wealth. They discuss how to help...
November 23, 2021

Practice Management Monthly — November 2021

Check out this month’s practice management best practices below! Wishing you a great November filled with lots of planning for next year!
November 23, 2021

How to Scale Your Investment Management Process

In this video, Head of Investments at Journey Strategic Wealth, Mark Lebida gives advisors tips on how to think about streamline and scale...
November 23, 2021

How to Implement Best Practices After a Conference

Let’s be honest: most advisors jump right back on their proverbial hamster wheel when they get back to their offices post-conference. Most never...