CHOOSE THE RIGHT
RIA MODEL FOR YOUR BUSINESS
There is so much choice in the RIA space. From how you affiliate to complex deal structures, every decision has a lasting impact on your business, your team and your clients.
Our guide provides a framework to help you navigate these choices. Discover:
- How each RIA option differs from the rest
- The detailed pros and cons of each path
- Framework with key questions to help clarify your priorities
ACCESS YOUR GUIDE
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.
