Insights

Active listening is a powerful tool advisors can use to gain insight into how to communicate with clients and effectively coach them toward intentional action.

Best practices and steps to take prior to resigning that will ensure you hit the ground running once you are registered with your new firm.

Onboarding these diverse advisory teams enables Journey to reach a 50/50 split of men and women at the firm less than two years into its founding. JSW, a nationwide advisory firm with a mission to redefine what it means to be “independent” in the financial advice industry, today announced the addition of three new advisory teams led by Mark Newfield, CFP®, RICP, Laurie Adams, and Kathleen Barlow, CDFA, totaling $210 million in new assets under management (AUM).

Journey Strategic Wealth, the registered investment advisor partnership launched last year, has recruited three advisory teams, adding $210 million in assets to its platform. JSW, founded in January 2021 by financial advisors and former Dynasty Financial Partners executives Michael Brown and Brian Flynn, along with practice management coach Penny Phillips, has brought in five advisors and four new teams so far this year, bringing its total assets to $2.65 billion.

Journey Strategic Wealth, the registered investment advisor partnership launched last year, has recruited three advisory teams, adding $210 million in assets to its platform. JSW, founded in January 2021 by financial advisors and former Dynasty Financial Partners executives Michael Brown and Brian Flynn, along with practice management coach Penny Phillips, has brought in five advisors and four new teams so far this year, bringing its total assets to $2.65 billion.

Damian Lo Basso, managing partner and CFO at $2.6bn RIA Journey Strategic Wealth, examines the changing climate for employee compensation.

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.

President and Co-founder of Journey Strategic Wealth talks about the intersection between expertise and technology, and serving clients via a holistic approach.

Trends Impacting Advisors & Wholesalers ft. Penny Phillips