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JIFFY.AI’s Panel Discussion: “Automation in Financial Services”
Asset-Map’s AdviceTech.LIVE: “What’s Next in Advice Tech”
What Advisors Need to Be Successful
Guest host (and FMG Suite Chief Evangelist) Samantha Russell is joined by Penny Phillips, President and Co-Founder of Journey Strategic Wealth and Founder of Thrivos Consulting. Samantha and Penny discuss the number one thing advisors need coaching on, how to make video and social media work for you, and what practice management and marketing tactics the most successful advisors use. These two industry thought leaders cover all the tips financial advisors need to hear right now.
Stark & Stark: A Discussion on RIA Fee Practices
The Big Things to Think About Before Going Independent
In this episode, we sit down with Penny Phillips, co-Founder and President of Journey Strategic Wealth, a new RIA that's reimagining the independent advisor model. This episode does not disappoint - Penny covers everything an advisors should be thinking about before you make the jump to RIA.