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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.
A ‘Simple’ Way to Grow Advisor Revenue, Acquire Clients: RLS 2022
Everything supposedly changed post-pandemic except the financial advisor’s role and how they drive new business. The contrarian view was part of a keynote session titled “Growth & Client Acquisition in 2022 & Beyond” at the Retirement & Longevity Summit in San Diego on Monday morning.