Subscribe to our newsletter
Stay in the loop with everything you need to know.
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.
Internal Use Only: For Financial Professionals by Financial Professionals.
Trends Impacting Advisors & Wholesalers ft. Penny Phillips
Jolt! 2022: Penny Phillips on the Paralyzation of Financial Advisor Marketing
Why the best advisors are relentless prospectors, obsessed with their business, and have conviction in their approach to clients and the market.
How to Get Referrals Without Asking
Penny Phillips, co-founder and president of Journey Strategic Wealth, recommends advisors take a more strategic, intentional approach to leveraging clients for new business.
How to Be More Productive Daily
Easy-to-implement ideas to drive daily productivity, including managing email inboxes efficiently and cueing your brain to focus on the 'right' activities.
How to Better Understand the Psyche of the Seller
Selling even a portion of an advisory business is a major decision and life event. It’s not one that should be rushed or taken lightly.
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.