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Penny Phillips on Differentiating Your Financial Advisory Practice

Penny Phillips, president and co-founder of Journey Strategic Wealth, explains the importance of understanding your unique value proposition.

 

The ability to connect with people is the primary foundation of an advisor’s practice, says Penny Phillips, president and co-founder of Journey Strategic Wealth. Here, she explains how the ability to identify, communicate and deliver on the value advisors bring to their clients can guide them toward success.

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