POWERFUL QUESTIONS FOR FINANCIAL ADVISORS
Maximize the value and impact of every conversation with powerful questions to ask clients during each phase of the advisory relationship.
ACCESS YOUR FREE GUIDE
OUR TOOLKIT WILL HELP YOU:
Ask clients the right questions to show you care about them as people.
Gain listening and empathy cues to help you deepen your relationship with clients.
Make every phase of the client journey smooth to drive loyalty and referrals.
25%
time regained
75%
revenue increase each year
96%
AUM increase in just 3 years
ABOUT THE AUTHOR
PENNY PHILLIPS
Penny Phillips is the co-founder and president of Journey Strategic Wealth, an RIA for financial advisors seeking independence.
A prominent presence in the wealth management space, Penny has authored multiple practice management programs, featured as keynote speaker in popular industry conferences, and continues to be an impactful resource for financial firms and advisors seeking growth and success.
Penny was nominated for Thought Leader of the Year at the 2021 Wealth Management Industry Awards, and Innovator of the Year in 2022.
"Penny delivers on practice management and coaching, something I didn't feel I would get elsewhere."
25%
time regained
75%
revenue increase each year
96%
AUM increase in just 3 years