Penny Phillips, Dave Welling, Jason Wenk: How to Serve More Clients, Better
While financial advisors face serious business challenges, these tough issues also serve as opportunities for them to reshape their firms and the industry, according to several RIA leaders who spoke Monday during a panel discussion at the Future Proof conference in Huntington Beach, California.
Practice Management: How To Connect Deeply in Conversations
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.
How to Prepare Your Book Before a Transition
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.
Journey Strategic Wealth Welcomes Three New Financial Advisory Teams
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).
‘Hands-on’ support, multiple partnership models key to Journey’s recruiting strategy
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 Recruits 3 Teams, $210M in Assets
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.
How market volatility is changing RIA employee compensation
Damian Lo Basso, managing partner and CFO at $2.6bn RIA Journey Strategic Wealth, examines the changing climate for employee compensation.
By Advisors for Advisors: The Questions all Financial Advisors Should Ask About Their Practice with Penny Phillips
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.
Winning with Holistiplan E7: Penny Phillips
President and Co-founder of Journey Strategic Wealth talks about the intersection between expertise and technology, and serving clients via a holistic approach.