Penny Phillips, Co-Founder and President of Journey Strategic Wealth, has an extensive career as a coach and consultant for advisors. She is well-versed in a handful of industry trends and brings her perspective to today’s show. We cover:
- Penny’s early career as a wholesaler
- Coaching, and why wholesalers and advisors need to have it as a skillset
- Wealth Management vs. Investment Management – transitioning away from a product-driven world towards services
- Fintech & AI in wealth management
- Building a firm culture as a Founder of an RIA