The Future of Wealth Management with Penny Phillips [Ep. 10]

In this episode, I had the pleasure of speaking with Penny Phillips. She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. Prior to founding Journey, Penny ran a consulting and coaching firm called Thrivos Consulting. Penny has spent most of her career coaching and consulting financial advisors, business owners and wealth management institutions.

She has also authored multiple practice management training programs focused on helping financial advisors prepare for the next generation of wealth holder and has coached hundreds of financial advisors.

For more information about Penny Phillips, please visit: https://journeyswadvisor.com/

You can Follow Penny Phillips on Twitter @ThrivosLLC: https://twitter.com/ThrivosLLC

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