Category

Wealth Management
Penny Philips Advisor Coach
Advisorpedia interviewed Penny Phillips, Co-founder & President of Journey Strategic Wealth, at the Riskalyze Fearless Investing Conference in October 2022.
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Transitions, Transactions & Promotions: SageView, Journey Strategic Wealth Acquire Women-Led Practices
A Huge New Hybrid RIA Emerges, Women-Led Firms Conduct Strategic M&A And Three Big Firms Make Executive Promotions From Within. Journey Strategic Wealth Brings On Three Advisory Teams With $210 Million In Assets. Woman-led Journey Strategic Wealth (JSW) is adding three teams with six advisors, representing a combined $210 million in new AUM for the...
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Serving Clients: Penny Phillips
While financial advisors face serious business challenges, these tough issues also serve as opportunities for them to reshape their firms and the industry, according to several RIA leaders who spoke Monday during a panel discussion at the Future Proof conference in Huntington Beach, California.
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Practice Management
Active listening is a powerful tool advisors can use to gain insight into how to communicate with clients and effectively coach them toward intentional action.
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Practice Management with Penny Phillips
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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Why the best advisors are relentless prospectors, obsessed with their business, and have conviction in their approach to clients and the market.
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Penny Phillips, co-founder and president of Journey Strategic Wealth, recommends advisors take a more strategic, intentional approach to leveraging clients for new business.
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Easy-to-implement ideas to drive daily productivity, including managing email inboxes efficiently and cueing your brain to focus on the ‘right’ activities.
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Selling even a portion of an advisory business is a major decision and life event. It’s not one that should be rushed or taken lightly.
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While it’s important to track quantitative goals if you’re building a business, it’s equally as important to track qualitative goals that advisors can use to assess whether their practice is growing in alignment with their strengths, aspirations and values.
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