Sign up to save your podcasts
Or
Share Interview with Penny Phillips: Manage Change and Thrive
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Interview with Penny Phillips: Manage Change and Thrive
On this episode of Shaping Change, Ross Marino interviews Penny Phillips, Co-Founder & President of Journey Strategic Wealth. They discuss how to help advisors manage change, finding the balance between low-cost and high-value, and the importance of utilizing CRMs and other advisor tools to provide top tier client service.
Learn more about Journey Strategic Wealth.
Follow Penny Phillips & Journey Strategic Wealth on Social:
Penny Phillips LinkedIn
JSW LinkedIn
Penny Phillips Twitter
Get your copy of "Shaping Change"
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.
View all episodes
By Ross Marino, CFP®, CPFA, CeFT®
5
66 ratings
On this episode of Shaping Change, Ross Marino interviews Penny Phillips, Co-Founder & President of Journey Strategic Wealth. They discuss how to help advisors manage change, finding the balance between low-cost and high-value, and the importance of utilizing CRMs and other advisor tools to provide top tier client service.
Learn more about Journey Strategic Wealth.
Follow Penny Phillips & Journey Strategic Wealth on Social:
Penny Phillips LinkedIn
JSW LinkedIn
Penny Phillips Twitter
Get your copy of "Shaping Change"
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.