Sign up to save your podcasts
Or
Share Structuring Your Firm and Team for Growth with Penny Phillips
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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 management, and time management as a firm leader.
Penny reveals best practices for firm owners when it comes to coaching your team and building successful individuals to become leaders. A thought leader in the space, Penny provides countless insights to what will position your firm for growth.
About Penny Phillips:
Penny Phillips has spent most of her career coaching and consulting financial advisors and institutions. She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and hands-on practice management support.
Prior to founding Journey, Penny founded Thrivos Consulting, a practice management coaching company. She has worked in various leadership positions across the financial services industry and has authored multiple practice management training programs focused on helping financial advisors prepare for the next generation of wealth holder.
As an industry speaker and workshop facilitator, she has spoken at financial services conferences across the US and Canada. She is a monthly contributor to Wealthmanagement.com and runs an advisor practice management community called The Study Group. Penny was nominated for Thought Leader of the Year at the 2021 Wealth Management Industry Awards. This year she has been nominated for Innovator of the Year by Wealthmanagement.com as well as for the Luminary Award by Think Advisor.
On a personal note, Penny has dual certifications in Advanced Behavioral Analysis. She earned dual degrees in Economics and Corporate Finance from The Macaulay Honors College of New York. She was was born and raised in New York City, is of Greek descent and speaks fluent Greek.
Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:
www.mattreiner.com
YouTube
Mentioned in this episode:
Benjamin
View all episodes
By Matt Reiner
4.7
1313 ratings
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 management, and time management as a firm leader.
Penny reveals best practices for firm owners when it comes to coaching your team and building successful individuals to become leaders. A thought leader in the space, Penny provides countless insights to what will position your firm for growth.
About Penny Phillips:
Penny Phillips has spent most of her career coaching and consulting financial advisors and institutions. She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and hands-on practice management support.
Prior to founding Journey, Penny founded Thrivos Consulting, a practice management coaching company. She has worked in various leadership positions across the financial services industry and has authored multiple practice management training programs focused on helping financial advisors prepare for the next generation of wealth holder.
As an industry speaker and workshop facilitator, she has spoken at financial services conferences across the US and Canada. She is a monthly contributor to Wealthmanagement.com and runs an advisor practice management community called The Study Group. Penny was nominated for Thought Leader of the Year at the 2021 Wealth Management Industry Awards. This year she has been nominated for Innovator of the Year by Wealthmanagement.com as well as for the Luminary Award by Think Advisor.
On a personal note, Penny has dual certifications in Advanced Behavioral Analysis. She earned dual degrees in Economics and Corporate Finance from The Macaulay Honors College of New York. She was was born and raised in New York City, is of Greek descent and speaks fluent Greek.
Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:
www.mattreiner.com
YouTube
Mentioned in this episode:
Benjamin
More shows like FutureProof Advisor Podcast
View all
Behavior Gap Radio
115 Listeners
Animal Spirits Podcast
1,996 Listeners
The Perfect RIA
457 Listeners
Retire With Purpose - The Retirement Podcast
545 Listeners
The Compound and Friends
2,038 Listeners
The Long View
846 Listeners
Thoughts on the Market
1,283 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
229 Listeners
The Human Side of Money
92 Listeners
Barron's Advisor
104 Listeners
Always On with Duncan MacPherson
11 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
113 Listeners
The Advisor Journey
23 Listeners
50 Fires: Money and Meaning with Carl Richards
190 Listeners