Today’s episode of In The Suite with Penny Phillips is all about being your authentic self. Since her Twitter bio says it best, Penny is President and Co-Founder of Journey Strategic Wealth; she’s an industry consultant and speaker who emphasizes real talk to combat all the b.s. in this industry. As a lifelong New Yorker and Greek-American, Penny is the perfect example of the enchanting melting pot of the United States.
She is President and Co-Founder at Journey Strategic Wealth, an RIA for advisors seeking independence and full fledged practice management support. Penny is Founder of Thrivos Consulting and has been a board Board Member of the Macaulay Honors College Foundation Board since 2019. Before Thrivos, she spent nearly 6 years at New York Life as Corporate Vice President in the practice management division and she also worked at Envestnet.
If this year has taught us anything, it’s that we need continuous support to run our businesses. Penny has been in the practice management space for a long time. She has seen the struggles and the challenges that can evolve advisors from a modern perspective.
In this podcast episode, Penny shares the importance of embracing her heritage, how to be your authentic self, and her keys to being fierce within the industry. She also shares how she is assisting others within the industry through her educational weekly discussions on her YouTube Series Practice Management with Penny, Videos on LinkedIn and Twitter.
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