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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.
How to Get Employees to Lead Themselves
iShares Flagship Model Portfolio Event by BlackRock
When: June 21, 2023 Where: Hudson Yards, New York City, NY Click here to learn more
WealthTech Today Podcast
When: June 12, 2023 Click here to learn more
Financial Planning INVEST Conference
When: June 12-13, 2023 Where: Hilton Midtown, New York City, NY Click here to learn more
BNY Mellon Pershing INSITE Conference
When: June 6-8, 2023 Where: Orlando, FL Click here to learn more
Holistiplan’s 2023 Tax Planning Summit Replay
Watch the Replay of Holistiplan's 2023 Tax Planning Summit over 3,400 advisors attended!
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.
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.