informaconnect.com
Open in
urlscan Pro
151.101.66.217
Public Scan
Submitted URL: https://send.advisorhub.com/l/fKzk4wAr7JJJBYMG3Y3uXiN2uAnKzQMErzwP9EB4J-k
Effective URL: https://informaconnect.com/edge/speakers/penny-phillips/?vip_code=FKF2535AHEM2&utm_source=AdvisorHub%20email%20blast%202&ut...
Submission: On April 14 via api from CH — Scanned from DE
Effective URL: https://informaconnect.com/edge/speakers/penny-phillips/?vip_code=FKF2535AHEM2&utm_source=AdvisorHub%20email%20blast%202&ut...
Submission: On April 14 via api from CH — Scanned from DE
Form analysis 0 forms found in the DOM
Text Content
You need to enable JavaScript to run this app.
This website uses cookies, including third party ones, to allow for analysis of
how people use our website in order to improve your experience and our services.
By continuing to use our website, you agree to the use of such cookies. Click
here for more information on our Cookie Policy and Privacy Policy.
closeContinue
This site is part of the Informa Connect Division of Informa PLC
* Informa PLC
* About Us
* Investor relations
* Talent
This site is operated by a business or businesses owned by Informa PLC and all
copyright resides with them. Informa PLC's registered office is 5 Howick Place,
London SW1P 1WG. Registered in England and Wales. Number 3099067.
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida
Your 20% VIP Code has been applied.
Discount info is available in your basket.
close
Homehome
* Agenda
* Speakers
* The Events ▼
* RIA Edge
* WealthStack
* Inside ETFs
* Satellite Events
* Sponsors & Exhibitors
* Networking ▼
* Networking
* Attendees
* Venue ▼
* Plan Your Visit
* At Event Safety
* Sustainability
* WealthManagement.com
Book Now
Menu
Book
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida
PENNY PHILLIPS
PRESIDENT & CO-FOUNDER AT JOURNEY STRATEGIC WEALTH
PROFILE
Penny Phillips has spent most of her career coaching and consulting financial
advisors and institutions. She is the co-founder and President of Journey
Strategic Wealth, a Registered Investment Adviser built for advisors seeking
independence and hands-on practice management support. Prior to founding
Journey, Penny founded Thrivos Consulting, a practice management coaching
company. She has worked in various leadership positions across the financial
services industry and has authored multiple practice management training
programs focused onhelping financial advisors prepare for the next generation of
wealth holder. As an industry speaker and workshop facilitator, she has spoken
at financial services conferences across the US and Canada. She is a monthly
contributor to Wealthmanagement.com and runs an advisor practice management
community called The Study Group. Penny was nominated for Thought Leader of the
Year at the 2021 Wealth Management Industry Awards. On a personal note, Penny
currently sits on the Board of her alma mater the Macaulay Honors College at
CUNY. She has dual degrees in Economics and Corporate Finance and is certified
in Advanced Behavioral Analysis. Penny was born and raised in New York City, is
of Greek descent and speaks fluent Greek.
AGENDA SESSIONS
* The Convergence of WealthTech and Investment Management: The New “Efficient
Frontier”
Jun 03, 9:40am
View Session
SPEAKERS AT THIS EVENT
Prev
Next
Joseph Raieta
Partner, Managing Director, and Head of Investment Solutions
Snowden Lane Partners
SEE PENNY SPEAK
Book Now
* Wealth__Edge
* Wealth Management EDGE
* Wealth Management EDGE
* Emailregister@informaconnect.com
* Telephone+1 888 670 8200
* Home
* Contact
* Privacy
* Terms of Use
* Terms & Conditions
* CCPA: Do not sell my personal info