Subscribe to our newsletter

Stay in the loop with everything you need to know.

Youtube Channel
What has been your best client acquisition strategy?

In this video co-founder of Journey Strategic Wealth, Mike Brown discusses the importance of building deep relationships with both clients and COIs, and emphasizes the importance of specializing in a niche.

Insights
Wealth Management
What to Do When a Key Team Member Resigns

The reality is that you can do everything 'right,' as a leader, and still there will be employees who will leave to pursue other opportunities. Here are five tips to move on after that happens.

Podcasts, Panels and Presentations
Riskalyze’s Fearless Investing Summit in Palm Springs, CA

Podcasts, Panels and Presentations
A New Kind of Independence for Advisors

Watch a replay of our webinar from Septemebr 16, 2021 where we discuss the road to independence and Journey's unique model for independent advisors.

Insights
Wealth Management
How to Ensure Your UVP, Mission and Vision Statements Are Effective

We spend an inordinate amount of time in this industry training advisors how to craft statements: elevator pitches, unique value proposition (UVP) statements, mission statements, vision statements, etc. But we spend virtually no time teaching advisors how to use those statements to help shape and lead their practices.

Podcasts, Panels and Presentations
JIFFY.AI’s Panel Discussion: “Automation in Financial Services”

Podcasts, Panels and Presentations
Asset-Map’s AdviceTech.LIVE: “What’s Next in Advice Tech”

Youtube Channel
When to Use Network Drives vs. the Cloud

In this video, Chief of Staff Erin discusses how to streamline your document management process.

Youtube Channel
How to Be Productive During an “Off Week”

In this video, Penny discusses ways to stay productive and efficient when you have a light calendar.