Penny Phillips

Upgrade your client experience and create an attractive referral experience – Penny Phillips on the Becoming Referral podcast

On this week’s episode we speak with Penny Phillips, President and Co-Founder of Journey Strategic Wealth. She has extensive experience coaching and consulting financial advisors, business owners and wealth management institutions on assembling the resources and tools they need to powerfully serve clients. The pandemic has altered the way advisors interact with clients. Phillips

Continue reading
Peter Finch as Howard Beale is mad as hell

I want you to get mad!

You say you have a passion for client service? You’re going to have to persuade me. In 1976 film “Network”, Peter Finch playing the character of anchorman Howard Beale snaps on-air, breaking down into a rant against his powerlessness to save his career and paradoxically triggering a broad public outcry. “All I know is

Continue reading
Scroll to top