Help financial advisors and their firms embrace change and thrive.
Many of the practice management principles that have been taught to financial advisors for decades are now outdated.
- Growing, managing, and incentivizing your team
- Scaling and optimizing your practice
- Developing as a leader and advisory firm owner
Real Conversations. Real Solutions. Real Advisors.
Join Thrivos CEO Penny Phillips in The Study Group
Get answers to your practice management questions in real-time, meet your peers, and learn how to organize your advisory firm for growth. The Study Group connects you with a community of financial advisors like yourself to help maximize your business performance.