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

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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

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Brad Swineheart shares the secrets of digital marketing success

Running and promoting on-line events that attract clients – Brad Swineheart on the Becoming Referable podcast

On this week’s episode we speak with Brad Swineheart, VP of Channel Marketing and Business Development at White Glove. Brad helps advisors grow their bottom line organically through effective marketing strategies. Traditionally, White Glove was in the seminar business. White Glove has grown to support over 1,500 advisors who have hosted more than 10,000

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Zaphod Beeblebrox mixing drinks

Don’t believe your own press

“It is said that Zaphod Beeblebrox’s birth was marked by earthquakes, tidal waves, tornadoes, firestorms, the explosion of three neighbouring stars, and, shortly afterwards, by the issuing of over six and three quarter million writs for damages from all of the major landowners in his Galactic sector. However, the only person by whom this is said is

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