Episode 23 Investment Masterminds Email (1)

For Financial Professional use only

Investment Masterminds

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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 precision 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

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Jeff Thomas

Regional Director

Swan Global investments

Penny Phillips


Penny Phillips

Co-Founder & President

Journey Strategic Wealth