Trends Impacting Advisors & Wholesalers ft. Penny Phillips

Send us Fan MailPenny Phillips, Co-Founder and President of Journey Strategic Wealth, has an extensive career as a coach and consultant for advisors. She is well-versed in a handful of industry trends and brings her perspective to today's show. We cover:Penny's early career as a wholesaler Coaching, and why wholesalers and advisors need to have it as a skillsetWealth Management vs. Investment Management - transitioning away from a product-driven world towards servicesFintech & AI in wealth management Building a firm culture as a Founder of an RIAhttps://journeyswadvisor.com/who-we-are/penny-phillips/https://www.linkedin.com/in/pennyaphillips/Practice Management with PennySupport the show

Episode metadata supplied by the publisher feed · Published Jun 22, 2022

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Send us Fan Mail Penny Phillips, Co-Founder and President of Journey Strategic Wealth, has an extensive career as a coach and consultant for advisors. She is well-versed in a handful of industry trends and brings her perspective to today's show. We cover: Penny's early career as a wholesaler Coaching, and why wholesalers and advisors need to have it as a skillsetWealth Management vs. Investment Management - transitioning away from a product-driven world towards servicesFintech &amp...

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Trends Impacting Advisors & Wholesalers ft. Penny Phillips

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