Interview with Penny Phillips: Manage Change and Thrive
Nov 17, 2021•28 min•Season 2021Ep. 14
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Episode description
On this episode of Shaping Change, Ross Marino interviews Penny Phillips, Co-Founder & President of Journey Strategic Wealth. They discuss how to help advisors manage change, finding the balance between low-cost and high-value, and the importance of utilizing CRMs and other advisor tools to provide top tier client service.
Learn more about Journey Strategic Wealth.
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