President and Co-Founder of Journey Strategic Wealth
An Inside Look at Today’s New Tech Landscape: How Advisors are Leveraging the Latest Technology to Grow Their Businesses and Better Serve Their Clients
At the end of this session, participants will be able to understand the latest trends and best practices for incorporating technology into their practice, embrace technology resources to increase efficiencies and better serve their clients and also anticipate the changing technology landscape and future opportunities for tech adoption into their practice.
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, Phillips 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 holders.
As an industry speaker and workshop facilitator, she has spoken at financial services conferences across the U.S. and Canada. She is a monthly contributor to WealthManagement.com and runs an advisor practice management community called The Study Group. Phillips was nominated for Thought Leader of the Year at the 2021 Wealth Management Industry Awards.
On a personal note, Phillips currently sits on the board of her alma mater the Macaulay Honors College at The City University of New York. She has dual degrees in economics and corporate finance and is certified in advanced behavioral analysis. Phillips was born and raised in New York City, is of Greek descent and speaks fluent Greek.