Investment Masterminds

– Episode 23  –

“Client Segmentation With Penny Phillips”

Guests: Penny Phillips, Co-Founder & President, Journey Strategic Wealth

Don’t miss this opportunity to hear from practice management expert, Penny Phillips, Co-Founder and President of Journey Strategic Wealth.   Ms. Phillips has the unique ability to offer impactful ideas with efficient delivery.   She is a player/coach who ONLY preaches what she practices. If you are looking for a feel-good, fluff session, this is NOT for you.



Key Takeaways from this Investment Masterminds Session:


  • Create or reassess your client segmentation strategy
  • Liberate your calendar and increase revenue
  • Scale your business and strengthen client relationships

Swan Resources & Education

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