Insights

While it’s important to track quantitative goals if you’re building a business, it's equally as important to track qualitative goals that advisors can use to assess whether their practice is growing in alignment with their strengths, aspirations and values.

Listen to one of the co-founders and advisors at Journey Strategic Wealth talk about the questions clients SHOULD ask their advisors... And that advisors should be prepared to answer, clearly & quickly always.

Advisors put a lot of pressure on themselves to have everything right on the first day of a new year; business plan complete, goals set, new website up and running, etc.

Segmenting your clients is an absolute necessity if you want to grow, but doing so without a plan for scale will stagnate your business quickly.

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.

In this video, Head of Investments at Journey Strategic Wealth, Mark Lebida gives advisors tips on how to think about streamline and scale their investment management platform.

Let's be honest: most advisors jump right back on their proverbial hamster wheel when they get back to their offices post-conference. Most never look at their pages of notes again after getting off the plane! I'm here to tell you: That's OK.