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 observes that “everything is changed and nothing has changed” for advisors. She characterizes the developments of the past year as more of an evolution in the client journey.

Penny shares her in depth knowledge on the many ways advisors can coach themselves to uncover the type of business they want and the steps to achieve it. We discuss the need to remain adaptable by responding to the changing environment and understanding the need to redefine success. Phillips shares her observation that many advisors need to develop into effective CEOs. We break down the idea of using specific questions to gain clarity on what your business is trying to achieve while understanding the importance of giving clients the open space to express themselves. Penny explains how creating an attractive referral experience instead of asking for referrals will provide you with stronger client relationships, opening up greater opportunities to be referred.

It is a great discussion that change your perspective on success.

Click here to listen; we welcome your feedback, as always.


Do you stand out from other advisors? Download our free checklist and find out!

Leave a Reply

Your email address will not be published. Required fields are marked *

Scroll to top