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Investment Masterminds Live Webinar: Client Segmentation with Penny Phillips
Don’t miss this opportunity to hear from practice management expert, Penny Phillips, Co-Founder and President of Journey Strategic Wealth. Ms. Phillips has the unique ability to offer impactful ideas with precision delivery. She is a player/coach who ONLY preaches what she practices. If you are looking for a feel good, fluff session, this is NOT for you.
Scaling Yourself As An Advisor: Tucking In Or Institutionalizing Your Own IP, With Penny Phillips
Welcome back to the 273rd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Penny Phillips. Penny is the president and co-founder of Journey Strategic Wealth, an independent RIA platform for advisors that manages over $3 billion in assets through the firms that they work with to outsource their back-office compliance and operations management.
Wealthbox CRM Practice Management Session
Watch a replay of Penny Speaking at a Wealthbox Webinar.
Private Wealth Management Summit
Manage Change & Thrive
On this episode of Shaping Change, Ross Marino interviews Penny Phillips, Co-Founder & President of Journey Strategic Wealth. They discuss how to help advisors manage change, finding the balance between low-cost and high-value, and the importance of utilizing CRMs and other advisor tools to provide top-tier client service.
Women Adviser Summit 2021
Secrets to Working with Affluent Couples Webinar
Riskalyze’s Fearless Investing Summit in Palm Springs, CA
A New Kind of Independence for Advisors
Watch a replay of our webinar from Septemebr 16, 2021 where we discuss the road to independence and Journey's unique model for independent advisors.