Marketing & Growth
Structuring Your Firm and Team for Growth with Penny Phillips
Penny Phillips, President and Co-Founder of Journey Strategic Wealth, an industry speaker, and an engaging consulting coach, joins me today to discuss firm structure, practice
How to Focus Your Marketing Efforts
More often than not I have witnessed advisors suffer analysis-paralysis as it relates to marketing. What can be freeing is embracing the fact that marketing
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. Click
Jolt! 2022: Penny Phillips on the Paralyzation of Financial Advisor Marketing
In this video, David Armstrong, editor-in-chief and executive director of content, WealthManagement.com, and Penny Phillips, co-founder, and president, Journey Strategic Wealth, discuss the best marketing strategies to employ
Scaling Yourself As An Advisor: Tucking In Or Institutionalizing Your Own IP, With Penny Phillips
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
Practice Management: How To Connect Deeply in Conversations
Active listening is a powerful tool advisors can use to gain insight into how to communicate with clients and effectively coach them toward intentional action.