Upgrade your client experience and create an attractive referral experience

Posted on Apr 08, 2021

On this week’s episode we speak with Penny Phillips, President and Co-Founder of Journey Strategic Wealth. She has extensive experience coaching and consulting financial advisors, business owners and wealth management institutions on assembling the resources and tools they need to powerfully serve clients. The pandemic has altered the way advisors interact with clients. Phillips observes […]

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AUM, Hourly or Retainer Fees: Which Model Is Best for Advisors?

A lot has been said in recent years about fee compression and new fee models for investment advisors, but not every fee model works for every RIA firm and every client, according to the founders of three RIA firms who spoke Wednesday in an online “Discussion on RIA Fee Practices and Trends.” “I’ve always been […]

Mar 19, 2021
Delegate the Jobs You Hate, Execs Tell Advisors

Advisors should try to focus on those parts of the business that they like the most and are the most skilled at, turning to other team members or outsourcing the parts of the job that they don’t like or know much about, industry executives said Friday during an online Riskalyze RIA Roundtable event. “Don’t be […]

Youtube Channel
How Should Advisors Charge Fees?

In this video, Penny provides best practices around articulating fees to clients and structuring advisor services and fees.

Mar 17, 2021
Podcasts, Panels & Presentations
Stark & Stark: A Discussion on RIA Fee Practices
Podcasts, Panels & Presentations
The Big Things to Think About Before Going Independen‪t

In this episode, we sit down with Penny Phillips, co-Founder and President of Journey Strategic Wealth, a new RIA that’s reimagining the independent advisor model. This episode does not disappoint – Penny covers everything an advisors should be thinking about before you make the jump to RIA.

Mar 01, 2021
Youtube Channel
How to Optimize Your Team Before a Merge or Transition

In this video, Penny discusses what you may need to change about your team before leaving for a new firm.

Feb 25, 2021