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Which Questions Clients Should ALWAYS Ask Their Advisors
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.
How to Scale Your Investment Management Process
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.
What Happens When You Resign from a Non-Protocol Firm?
There are A LOT of things to know before you transition out of a firm that does not participate in broker protocol.
How To Ensure Your UVP, Mission & Vision Statements Are Effective
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?
How to consistently ‘surprise & delight’ clients
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.
What is the most critical component of a healthy P&L?
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.
What has been your best client acquisition strategy?
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.
When to Use Network Drives vs. the Cloud
In this video, Chief of Staff Erin discusses how to streamline your document management process.
How to Be Productive During an “Off Week”
In this video, Penny discusses ways to stay productive and efficient when you have a light calendar.