How To Focus As A Financial Advisor With Penny Phillips (EP132)
- Jay Coulter, CFP®, CIMA®
- Sep 10, 2020
- 1 min read
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Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her simple tricks to help advisors focus.
Connect With Penny
Twitter: https://twitter.com/ThrivosLLC
About Penny:
After a decade of working with financial advisors and institutions on practice management, Penny launched Thrivos Consulting with a vision of building a firm that would transcend the traditional norms of industry consulting.
Founded on the belief that in order to thrive one must successfully navigate change, Thrivos offers services designed to support professionals and institutions as they learn to turn industry challenges into opportunities.
With a keen ability to connect with professionals across varying demographics, Penny has had success working with clients ranging from top independent advisors seeking support around building a multi-gen team to multi-billion dollar enterprises looking to explore scale and growth opportunities.
Penny has worked with countless advisory teams and broker dealers on issues ranging from the integration of next generation talent to succession planning to communication and behavior management. She previously ran a national business-building workshop series for financial advisors. She has authored multiple practice management programs, and has been featured as a keynote speaker at conferences and events for the following firms LPL, Investors Group, Guardian Life, Morgan Stanley, MassMutual, Northwestern Mutual, Prudential, New York Life, Signature Financial Solutions, Flexible Plan Investments, RBC, and Platinum Advisor Strategies.
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