Watch the Replay! Client Segmentation with Penny Phillips, President of JSW Wealth

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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Swan Global Investments is a SEC-registered investment advisor providing asset management services utilizing the Swan Defined Risk Strategy, allowing our clients to grow wealth while protecting capital. Please note that registration of the Advisor does not imply a certain level of skill or training. Swan Global Investments, LLC is affiliated with Swan Capital Management, LLC, Swan Global Management, LLC and Swan Wealth Advisors, LLC. Prior performance is not a guarantee of future results and there can be no assurance, and investors should not assume, that future performance will be comparable to past performance 070-SGI-020922. Disclosure notice and privacy policy.

Investment Masterminds

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Speakers

Host

Jeff Thomas

Guest

Penny Phillips