Helping Advisors Scale and Customize Their Businesses with Penny Phillips

The financial advisory industry is transforming significantly as advisors increasingly recognize their enterprise value. As a result, many advisors are seeking greater independence by moving away from captive organizations and building their own RIA firms. This shift towards independence allows advisors to align their business with their client's needs, leverage innovative technologies, and gain greater control over their operations.

In this episode, George and Ryan talk with Penny Phillips, Co-Founder and President of Journey Strategic Wealth. Penny has spent most of her career coaching and consulting financial advisors and institutions. Before founding Journey, Penny founded Thrivos Consulting, a practice management coaching company. She also worked in various leadership positions across the financial services industry and has authored multiple practice management training programs focused on helping financial advisors prepare for the next generation of wealth holders.