Penny Phillips

Penny Phillips Email and Phone Number

President and Co-Founder @ Journey Strategic Wealth
New York, NY, US
Penny Phillips's Location
New York City Metropolitan Area, United States, United States
About Penny Phillips

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!

Penny Phillips's Current Company Details
Journey Strategic Wealth

Journey Strategic Wealth

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President and Co-Founder
New York, NY, US
Employees:
24
Penny Phillips Work Experience Details
  • Journey Strategic Wealth
    President And Co-Founder
    Journey Strategic Wealth
    New York, Ny, Us
  • Journey Strategic Wealth
    President & Co-Founder
    Journey Strategic Wealth Jan 2021 - Present
    Summit, Nj, Us
    Journey Strategic Wealth is a Registered Investment Advisor built for advisors who want independence, flexibility and full-fledged practice management support.
  • Thrivos Consulting Llc
    Founder
    Thrivos Consulting Llc Jan 2018 - Present
    Thrivos' 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
  • The Study Group
    Founder
    The Study Group Jul 2021 - Dec 2022
    The 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!
  • Macaulay Honors College At The City University Of New York
    Board Member, Macaulay Honors College Foundation Board
    Macaulay Honors College At The City University Of New York Jun 2019 - Jul 2021
    New York, New York, Us
  • Clientwise Llc
    Director Of Practice Management
    Clientwise Llc Jan 2016 - Dec 2017
    Irving, Texas, Us
    Responsible 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.
  • Envestnet, Inc
    Vice President, Strategic Consulting
    Envestnet, Inc Aug 2015 - Dec 2015
    Berwyn, Pennsylvania, Us
  • New York Life Wealth Management
    Corporate Vice President, Practice Management Division
    New York Life Wealth Management May 2010 - Aug 2015
    New York, New York, Us
    Responsible 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

  • Macaulay Honors College At The City University Of New York
    Macaulay Honors College At The City University Of New York
    Economics
  • The London School Of Economics And Political Science (Lse)
    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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