About
After years of consulting and coaching financial advisors on practice management, I…
Articles by Penny
-
How Highly Successful Advisors Drive Organic Growth
How Highly Successful Advisors Drive Organic Growth
By Penny Phillips
-
17 Unique Client Gift Ideas for the Holidays
17 Unique Client Gift Ideas for the Holidays
By Penny Phillips
Activity
-
Last week, we hosted family law attorneys in the RBC Twins Suite to celebrate Alan Eidsness, who has dedicated 50 years to practicing law at Henson…
Last week, we hosted family law attorneys in the RBC Twins Suite to celebrate Alan Eidsness, who has dedicated 50 years to practicing law at Henson…
Liked by Penny Phillips
-
Today officially marks 3 months with Journey Strategic Wealth and I have not looked back once! Waking up each morning knowing that I am able to put…
Today officially marks 3 months with Journey Strategic Wealth and I have not looked back once! Waking up each morning knowing that I am able to put…
Liked by Penny Phillips
-
Our Bay Area partners have literally the best client events and have built the most wonderful community within their practice. This is what it’s all…
Our Bay Area partners have literally the best client events and have built the most wonderful community within their practice. This is what it’s all…
Shared by Penny Phillips
Experience
-
-
-
-
-
-
-
-
-
-
-
-
-
Education
-
Macaulay Honors College at The City University of New York
Activities and Societies: William R. Kenan Fellowship Recipient, University Scholars Ambassador, Internship at HBO Corporate Offices
-
Licenses & Certifications
Languages
-
Greek
-
-
English
-
Recommendations received
2 people have recommended Penny
Join now to viewMore activity by Penny
-
An Unforgettable Evening at Ruth Bancroft Garden! We had an incredible time hosting our client appreciation event in such a beautiful setting! It…
An Unforgettable Evening at Ruth Bancroft Garden! We had an incredible time hosting our client appreciation event in such a beautiful setting! It…
Liked by Penny Phillips
-
That’s a wrap on the 2024 ECHELON Partners Deals & Dealmakers Summit Well done to the entire Echelon team on an excellent event - 404 level…
That’s a wrap on the 2024 ECHELON Partners Deals & Dealmakers Summit Well done to the entire Echelon team on an excellent event - 404 level…
Liked by Penny Phillips
-
🔐 Happy Friday, everyone! Data breaches are becoming all too common, with 2024 seeing major incidents from AT&T, Dell, and more. But don’t panic –…
🔐 Happy Friday, everyone! Data breaches are becoming all too common, with 2024 seeing major incidents from AT&T, Dell, and more. But don’t panic –…
Liked by Penny Phillips
-
ICYMI we recently welcomed MDL Wealth Management to the Journey family including founder, Michael LaBarbera! The new addition establishes our…
ICYMI we recently welcomed MDL Wealth Management to the Journey family including founder, Michael LaBarbera! The new addition establishes our…
Liked by Penny Phillips
-
👎🏼No more JUNIOR advisors Well, no more calling them “junior” Affluent clients don’t want anything less than the A-players And you’ve…
👎🏼No more JUNIOR advisors Well, no more calling them “junior” Affluent clients don’t want anything less than the A-players And you’ve…
Liked by Penny Phillips
-
60% of Advisors put off leaving their firm because they “fear of the unknown”. But our latest blog leverages more than a decades’ experience to…
60% of Advisors put off leaving their firm because they “fear of the unknown”. But our latest blog leverages more than a decades’ experience to…
Liked by Penny Phillips
-
I know LinkedIn is for business....but I'm too proud not to post a pic of our youngest son, Quentin Harrison & his graduation from the San Diego…
I know LinkedIn is for business....but I'm too proud not to post a pic of our youngest son, Quentin Harrison & his graduation from the San Diego…
Liked by Penny Phillips
Other similar profiles
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore MoreOthers named Penny Phillips in United States
-
Penny Robe
Skilled Lawyer | Founder of Robe Law Firm | Chair, Board of Directors, Legal Aid of NorthWest Texas
-
Penny Mayry
-
Penny Phillips
-
Penny Phillips
119 others named Penny Phillips in United States are on LinkedIn
See others named Penny Phillips