Penny Phillips Email and Phone Number
After years of consulting and coaching financial advisors on practice management, I co-founded an RIA specifically for advisors seeking both independence and support. Journey Strategic Wealth provides:-Complete operational support-Flexible solutions for succession and continuity -Hands on practice management coaching for advisors and team membersI believe that, as an industry, we should stop encouraging advisors to be CEOs and instead let them be great advisors and own their books!
Journey Strategic Wealth
View- Website:
- journeyswadvisor.com
- Employees:
- 24
-
President And Co-FounderJourney Strategic WealthNew York, Ny, Us -
President & Co-FounderJourney Strategic Wealth Jan 2021 - PresentSummit, Nj, UsJourney Strategic Wealth is a Registered Investment Advisor built for advisors who want independence, flexibility and full-fledged practice management support. -
FounderThrivos Consulting Llc Jan 2018 - PresentThrivos' mission is to support financial firms and advisors as they embrace change and discover new ways to thrive. Through our customized consulting engagements, high impact keynote presentations and workshop facilitation we aim to bring a fresh perspective to traditional practice management. Specialties and areas of expertise include: *Building operational efficiencies in a price-compressed market*Integrating next-gen talent and finding synergy among a diverse team *Driving brand value and connecting to the future wealth holder*Leveraging emotional intelligence skills and driving value through communication -
FounderThe Study Group Jul 2021 - Dec 2022The Study Group is where advisors go for advice. It is a community-based practice management platform for financial advisors. Built to provide advisor-leaders a space to get answers to practice management questions, meet with peers, and share best practices, it is a non-judgmental place to learn and thrive! -
Board Member, Macaulay Honors College Foundation BoardMacaulay Honors College At The City University Of New York Jun 2019 - Jul 2021New York, New York, Us -
Director Of Practice ManagementClientwise Llc Jan 2016 - Dec 2017Irving, Texas, UsResponsible for the development and facilitation of practice management programs for advisors. Facilitate leadership and business management workshops across the country. Deliver key note presentations on wealth management and practice management oriented topics. -
Vice President, Strategic ConsultingEnvestnet, Inc Aug 2015 - Dec 2015Berwyn, Pennsylvania, Us -
Corporate Vice President, Practice Management DivisionNew York Life Wealth Management May 2010 - Aug 2015New York, New York, UsResponsible for managing team of consultants tasked with educating New York Life's 900+ Investment Advisor Representative population on practice management core principles and elite advisor best practices.
Penny Phillips Education Details
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Macaulay Honors College At The City University Of New YorkEconomics -
The London School Of Economics And Political Science (Lse)Finance
Frequently Asked Questions about Penny Phillips
What company does Penny Phillips work for?
Penny Phillips works for Journey Strategic Wealth
What is Penny Phillips's role at the current company?
Penny Phillips's current role is President and Co-Founder.
What schools did Penny Phillips attend?
Penny Phillips attended Macaulay Honors College At The City University Of New York, The London School Of Economics And Political Science (Lse).
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