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Listen to one of the co-founders and advisors at Journey Strategic Wealth talk about the questions clients SHOULD ask their advisors… And that advisors should be prepared to answer, clearly & quickly always.
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In this video, Head of Investments at Journey Strategic Wealth, Mark Lebida gives advisors tips on how to think about streamline and scale their investment management platform.
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There are A LOT of things to know before you transition out of a firm that does not participate in broker protocol.
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Today’s most successful practices have unique value propositions (UVPs) that strike emotional chords, mission statements that are simple and clear, and vision statements that align to a greater purpose. When was the last time you and your team audited these statements?
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In this video, Penny discusses how to simplify your monthly marketing plan and focus on building deeper relationships with client. She provides examples of how to recognize special events and commit to “random acts of kindness” month after month.
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In this video co-founder of Journey Strategic Wealth, Damian Lo Basso discusses what the most critical component of a healthy p & l is. For more insights from practice management experts, visit us at journeyswadvisor.com.
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In this video co-founder of Journey Strategic Wealth, Mike Brown discusses the importance of building deep relationships with both clients and COIs, and emphasizes the importance of specializing in a niche.
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In this video, Chief of Staff Erin discusses how to streamline your document management process.
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In this video, Penny discusses ways to stay productive and efficient when you have a light calendar.
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In this video, Penny discusses simple steps you and your team can take to wow prospects and new clients.
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