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What Advisors Need to Be Successful

Posted on Apr 27, 2021

Guest host (and FMG Suite Chief Evangelist) Samantha Russell is joined by Penny Phillips, President and Co-Founder of Journey Strategic Wealth and Founder of Thrivos Consulting. Samantha and Penny discuss the number one thing advisors need coaching on, how to make video and social media work for you, and what practice management and marketing tactics […]

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Articles
Dispelling the myths about independence: A Q&A with RIA coach and entrepreneur Penny Phillips

Financial advisors considering an independent move should cast aside any delusions that it’s easy, according to RIA coach and entrepreneur Penny Phillips. Phillips and advisors Michael Brown and Brian Flynn launched a new practice management-focused RIA aggregator called Journey Strategic Wealth at the beginning of the year. Entering a crowded sector that Cerulli Associates pegs […]

Apr 22, 2021
InsightsWealth Management
How to Successfully Integrate an Associate Advisor Into Your Practice

If I ranked all the questions I get from advisors by order of popularity, “Why can’t I find the right person to be my associate advisor?” would place in the top five. Perhaps even top three. I have found that the answer to this question has much more to do with the way advisors structure […]

Apr 16, 2021
In The Press
Ex-Northwestern Mutual practice folds into new RIA aggregator

An RIA aggregator that launched into the crowded sector earlier this year has made its first M&A deal and opened its first location on the West Coast. Financial advisor Kristin Bartlow joined Journey Strategic Wealth after nearly a dozen years with Northwestern Mutual, where she had grown the ensemble practice to a team of four […]

Apr 13, 2021
In The Press
Journey Strategic Wealth Expands, Opens San Francisco Office

summit, New Jersey-based Journey Strategic Wealth has expanded with the opening of a new San Francisco office that is home to the first advisor team under the new RIA partnership business model that Journey launched in January, it said Tuesday. The San Francisco advisor team is led by Kristin Bartlow, previously of Bartlow Wealth Management, […]

In The Press
Journey Strategic Wealth Adds First Tuck-In Team

Journey Strategic Wealth, the new registered investment advisor/partnership launched earlier this year, has recruited its first tuck-in, adding financial advisor Kristin Bartlow and her team, who bring $180 million in client assets, from Northwestern Mutual. Journey was founded in January by financial advisors and former Dynasty Financial Partners executives Michael Brown and Brian Flynn, along with […]

In The Press
Journey Strategic Wealth Opens San Francisco Office, Brings on $180M Advisory Team Led by Kristin Bartlow

Summit, N.J., April 13, 2021 (GLOBE NEWSWIRE) — Journey Strategic Wealth (“Journey”), a registered investment advisor and practice management partner, today announced the launch of their San Francisco office led by award-winning advisor Kristin Bartlow, CFP®, CLU®, RICP, ChFC®, WMCP®, previously of Bartlow Wealth Management, a Northwestern Mutual firm. The team brings $180M in assets […]