Penny Phillips, founder of Journey Strategic Wealth, outlines the pitfalls and flaws in advisors' segmentation and client service. In this episode of "The Deep Dive," host Jay Hummel talks with Penny ...
Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...
The world of financial advising has transformed dramatically, evolving from a realm of cold-calling sales into a truly noble profession. This evolution has led to the formation of larger and more ...
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