Journey Strategic Wealth

Best practices and steps to take prior to resigning that will ensure you hit the ground running once you are registered with your new firm.

Active listening is a powerful tool advisors can use to gain insight into how to communicate with clients and effectively coach them toward intentional action.

Penny Phillips, co-founder and president of Journey Strategic Wealth, recommends advisors take a more strategic, intentional approach to leveraging clients for new business.

While it’s important to track quantitative goals if you’re building a business, it's equally as important to track qualitative goals that advisors can use to assess whether their practice is growing in alignment with their strengths, aspirations...

The reality is that you can do everything 'right,' as a leader, and still there will be employees who will leave to pursue other opportunities. Here are five tips to move on after that happens.

Semiannual 'check-in' sessions can only serve to strengthen your team, firm and relationships with clients. 

Be prepared for something to go wrong.