Subscribe to our newsletter

Stay in the loop with everything you need to know.

Podcasts, Panels and Presentations
The Impacts on Advisor Growth

Podcasts, Panels and Presentations
How to Choose the “Right” RIA

Podcasts, Panels and Presentations
Human Capital with Penny Phillips, The Whole Truth Podcast

Welcome to The Whole Truth, where two wholesalers help financial professionals build great practices and thrive in a rapidly changing industry.

Insights
Podcasts, Panels and Presentations
Holistiplan’s 2023 Tax Planning Summit Replay

Watch the Replay of Holistiplan's 2023 Tax Planning Summit over 3,400 advisors attended!

Insights
Podcasts, Panels and Presentations
FutureProof: Revolutionizing Advice on the Industry’s Transformation

Future Proof Digital was thrilled to feature Michael Kitces, Penny Phillips, and Josh Brown for a discussion of all things advisor-related! We covered a variety of topics in a compelling discussion including referrals, capacity, marketing, and technology – some of which they agreed on, and some of which they didn’t.

Insights
Podcasts, Panels and Presentations
Orion’s The Fuse Show: Helping Advisors Scale and Customize Their Businesses with Penny Phillips

The financial advisory industry is transforming significantly as advisors increasingly recognize their enterprise value. As a result, many advisors are seeking greater independence by moving away from captive organizations and building their own RIA firms. This shift towards independence allows advisors to align their business with their client's needs, leverage innovative technologies, and gain greater control over their operations.    

Insights
Podcasts, Panels and 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 be changing. She goes into the RIA world and the new vision she is creating inside Journey Strategic Wealth while jumping into the problems with private equity and venture capital coming into the financial advisor space and what to steer clear of. This was a truly impactful conversation.

Podcasts, Panels and 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.

Podcasts, Panels and Presentations
Internal Use Only: For Financial Professionals by Financial Professionals.

Trends Impacting Advisors & Wholesalers ft. Penny Phillips