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Podcast: For Advisors By Advisors
Episode: For Advisors By Advisors - Interview with Penny Phillips - The Questions all Financial Advisors Should Ask About Their Practice with Penny Phillips
Description: In this episode, we talk with Penny Phillips, President and Co-Founder of Journey Strategic Wealth. Penny dives deep into the financial advisor world from what is your X factor, how to prepare your clients for what your vision is, and selling your practice.  She also goes through 1099 and W2 and how the industry could be changing.  She goes into the RIA world and the new vision she is creating inside Journey Strategic Wealth while jumping into the problems with private equity and venture capital coming into the financial advisor space and what to steer clear of. This was a trul...