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How to Prepare Your Book Before a Transition

Posted on Oct 27, 2022

Best practices and steps to take prior to resigning that will ensure you hit the ground running once you are registered with your new firm.

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Practice Management with Penny Phillips
In The Press
Journey Strategic Wealth Welcomes Three New Financial Advisory Teams

Onboarding these diverse advisory teams enables Journey to reach a 50/50 split of men and women at the firm less than two years into its founding. JSW, a nationwide advisory firm with a mission to redefine what it means to be “independent” in the financial advice industry, today announced the addition of three new advisory […]

In The Press
‘Hands-on’ support, multiple partnership models key to Journey’s recruiting strategy

Journey Strategic Wealth, the registered investment advisor partnership launched last year, has recruited three advisory teams, adding $210 million in assets to its platform. JSW, founded in January 2021 by financial advisors and former Dynasty Financial Partners executives Michael Brown and Brian Flynn, along with practice management coach Penny Phillips, has brought in five advisors […]

In The Press
Journey Strategic Wealth Recruits 3 Teams, $210M in Assets

Journey Strategic Wealth, the registered investment advisor partnership launched last year, has recruited three advisory teams, adding $210 million in assets to its platform. JSW, founded in January 2021 by financial advisors and former Dynasty Financial Partners executives Michael Brown and Brian Flynn, along with practice management coach Penny Phillips, has brought in five advisors […]

In The Press
How market volatility is changing RIA employee compensation

Damian Lo Basso, managing partner and CFO at $2.6bn RIA Journey Strategic Wealth, examines the changing climate for employee compensation.

InsightsPodcasts, Panels & Presentations
By Advisors for Advisors: The Questions all Financial Advisors Should Ask About Their Practice with Penny Phillips

In this episode, we talk with Penny Phillips, President and Co-Founder of Journey Strategic Wealth. Penny dives deep into the financial advisor world from what is your X factor, how to prepare your clients for what your vision is, and selling your practice. She also goes through 1099 and W2 and how the industry could […]

Oct 20, 2022
Podcasts, Panels & Presentations
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.

Jul 29, 2022