Author
Lindsey Lewis
MBA, ChFC®, CFP®
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March 23, 2022
Penny Phillips, Co-Founder & President of Journey Strategic Wealth, joins our Women Working in Wealth Podcast for a conversation on training, coaching, and consulting with financial professionals and institutions and the challenges and rewards of striking out on your own in the industry.
Prior to founding Journey, a Registered Investment Adviser, Penny Phillips founded Thrivos Consulting, a practice management coaching and consulting company. She has worked in various leadership positions across the financial services industry and has created multiple practice management training programs. She regularly speaks on financial topics, is a monthly contributor to Wealthmanagement.com, and runs an advisor practice management community called The Study Group. She was nominated for Thought Leader of the Year at the 2021 Wealth Management Industry Awards, and is certified in Advanced Behavioral Analysis. Find Penny on Youtube at “Practice Management with Penny."
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