Journey Strategic Wealth Advisors
  • About
    • Partners
    • Join Journey
  • Services
  • Network
  • Insights
    • Blog
    • In The Press
    • Events
  • Contact
Journey Strategic Wealth Advisors
  • About
    • Partners
    • Join Journey
  • Services
  • Network
  • Insights
    • Blog
    • In The Press
    • Events
  • Contact
For Clients
Events

WealthTech Today Podcast

Penny Phillips

May 22, 2023

When: June 12, 2023

Click here to learn more

Penny Phillips

May 22, 2023
Share

Related Articles

Wealth Management
Why COIs Don’t Refer Business

To build powerful—and reciprocal—relationships with centers of influence, be highly intentional about who you are choosing to partner with, what information you’re sharing with them and how you’re nurturing the relationship.   It’s possible you’ve found yourself in one of two scenarios as it relates to the centers of influence (COIs) in your network. Perhaps […]

Sep 12, 2023
Wealth Management
Common Mistakes RIAs Make Hiring and Retaining Next-Gen Advisors

Set expectations, understand it takes time and be prepared for anything.   The process of integrating a next-gen advisor into a practice is challenging and time consuming yet completely necessary for any advisor who wants to avoid hitting the proverbial capacity ceiling and wants an in-house succession plan. Advisors should expect to spend at least […]

Events
Holistiplan 2023 Practice Management Summit Oct 10 (Virtual)

Wednesday, September 27-Friday, September 29, 2023

Events
Schwab Impact 2023

Wednesday, September 27-Friday, September 29, 2023

JSW Logo


Subscribe to our Newsletter

For Advisors

  • Join Journey
  • Resources for Advisors

Company

  • About
  • Our Advisors
  • News
  • Contact

For Clients

  • Find an Advisor
  • Services
CLIENT LOGIN

Locations

  • New York City
  • Park City
  • Richmond
  • Seattle
  • San Francisco
  • Summit, NJ

Copyright ©2023 Journey Strategic Wealth. All Rights Reserved.
Privacy Policy & Disclosure / Form ADV / Form ADV Part 2A / Form CRS / BrokerCheck

Disclosure: Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany NY 12207. Purshe Kaplan Sterling Investments and Journey Strategic Wealth are not affiliated companies. Not FDIC Insured. Not Bank Guaranteed. May lose value including loss of principal. Not insured by any state or federal agency.