How to Build a Career in Finance With Penny Phillips

The guest for this episode is Penny Phillips, the co-founder of Journey Strategic Wealth, a Registered Investment Adviser for advisors. She’s also the founder of Thrivos Consulting, where she coached and consulted financial advisors. I invited Penny because of her ideas about wealth building that she’s been sharing on Twitter and YouTube. On this episode, we talked about her journey, personal values, building a career in finance, coaching people who were older than her, and many more topics. Follow her on Twitter: https://twitter.com/ThrivosLLC Read more about her bio: https://journeyswadvisor.com/who-we-are/penny-phillips/ Thanks for listening! I’ve put together 6 resources with proven tips for optimizing your life and work. It’s free for my newsletter subscribers.  Get your free Growth Kit here: dariusforoux.com/growth-kit Timestamps: 00:12 - Introducing Penny Phillips 01:33 - Her backstory 07:00 - Family values to be successful 12:35 - Age discrimination 18:11 - What success feels like (Visualization) 20:44 - Finding balance 21:10 - Do not compare yourself to others 21:25 - The Paradox of Happiness: Why Desiring More Makes Us Miserable 23:06 - From being in the corporate world to building a business 33:05 - Work life and personal life 39:21 - Surround yourself with people who understand you 40:50 - Perception is reality 43:25 - Be your own hype person 45:42 - Geraldine Wise, the first successful woman on Wall Street 52:24 - Penny on building her first business 57:19 - Rely on things you know to be true 59:55 - Consulting vs coaching 1:04:02 - The role of behavioral change 1:04:33 - What financial advisors do 1:09:25 - The best way to learn as a financial adviser