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A COMPLETE GUIDE TO  ACQUIRE MORE CLIENTS 

Elevate every aspect of your marketing to win more of your ideal clients with our comprehensive growth toolkit. 

ACCESS YOUR FREE GUIDE

OUR TOOLKIT WILL HELP YOU:

 

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Develop stronger positioning and understand your audience better

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Develop content that speaks directly to your prospects’ needs 

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Optimize every key marketing channel to drive reliable growth 

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25%

time regained 

75%

revenue increase each year 

96%

AUM increase in just 3 years 

ABOUT THE AUTHOR

CO-FOUNDER, PRESIDENT, PARTNER

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 Phillips_Journey

 

"Penny delivers on practice management and coaching, something I didn't feel I would get elsewhere." 

 

Frame 28

25%

time regained 

75%

revenue increase each year 

96%

AUM increase in just 3 years 

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