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Private Wealth Management Summit
How to Ensure You’re Segmenting Properly
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.
Manage Change & Thrive
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.
How to Scale Your Investment Management Process
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.
How to Implement Best Practices After a Conference
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.
Women Adviser Summit 2021
Secrets to Working with Affluent Couples Webinar
What Happens When You Resign from a Non-Protocol Firm?
There are A LOT of things to know before you transition out of a firm that does not participate in broker protocol.
How To Ensure Your UVP, Mission & Vision Statements Are Effective
Today's most successful practices have unique value propositions (UVPs) that strike emotional chords, mission statements that are simple and clear, and vision statements that align to a greater purpose. When was the last time you and your team audited these statements?