Ep 92: Structuring Your Firm and Team for Growth with Penny Phillips

Penny Phillips, President and Co-Founder of Journey Strategic Wealth, an industry speaker, and an engaging consulting coach, joins me today to discuss firm structure, practice management, and time management as a firm leader. 

Penny reveals best practices for firm owners when it comes to coaching your team and building successful individuals to become leaders. A thought leader in the space, Penny provides countless insights to what will position your firm for growth.

About Penny Phillips:

Penny Phillips has spent most of her career coaching and consulting financial advisors and institutions. She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and hands-on practice management support.

Prior to founding Journey, Penny founded Thrivos Consulting, a practice management coaching company. She has 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 holder.

As an industry speaker and workshop facilitator, she has spoken at financial services conferences across the US and Canada. She is a monthly contributor to Wealthmanagement.com and runs an advisor practice management community called The Study Group. Penny was nominated for Thought Leader of the Year at the 2021 Wealth Management Industry Awards. This year she has been nominated for Innovator of the Year by Wealthmanagement.com as well as for the Luminary Award by Think Advisor.

On a personal note, Penny has dual certifications in Advanced Behavioral Analysis. She earned dual degrees in Economics and Corporate Finance from The Macaulay Honors College of New York. She was was born and raised in New York City, is of Greek descent and speaks fluent Greek.

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About the Show

Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.