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