For advisors to enact real change within their businesses, they need to not only learn new concepts but understand the behaviors and belief systems that prevent them from implementing. Thrivos’ key notes and workshops combine elements of both personal coaching and practice management consulting.
Penny Alexandra Philips
Penny has worked with countless advisory teams and broker dealers on issues ranging from the integration of next generation talent to succession planning to communication and behavior management. Shepreviously ran a national business-building workshop series for financial advisors. She has authored multiple practice management programs, and has been featured as a keynote speaker at conferences and events.
Keynote Presentations and Programs
Building the Tomorrow Business
We are in the midst of revolutionary change in our industry. The traditional way of building and running a business is no longer sufficient for exponential growth and success. To thrive, and not just sustain, over the next decade you must evolve your operational structure and focus on the value of a multi-gen team.
The Real Advisor Value Proposition
In what is now a highly commoditized and over-saturated industry, the real advisor value proposition lies not in product or service but in an individual’s ability to be present and emotionally attuned. Think you have what it takes to survive in a world where financial services meets artificial intelligence? You’ll find out in this presentation.
9 Barriers to Next Level Growth
Most advisors have built successful businesses by default, not design. These high volume, high activity practices inevitably hit a time-wall and the business starts to plateau. In this presentation, we will discuss key strategies to prevent business stagnation including how to protect against running out of capacity and “burning out.”
The Wealth Management Journey: A Survivor’s Guide
Transitioning to a true wealth management business model is not easy. It requires advisors to evolve their platforms, compensation structures and most importantly their mindsets. Learn the 8 tips for surviving the evolution: from repositioning your service and fee structure to reinventing yourself.
Yes, You Can Build A Team With Gen-X, Y, and Z
How do I build a business with a generation of professionals that I can’t relate to? Ah, the million dollar question for the business-owner/advisor of today. Creating synergy among professionals across varying demographic profiles, including Gen Y and Gen Z is critical to the success of any business. Hear best practices from a speaker that has extensively coached teams through this process.
*All keynotes can be delivered in workshop format.