This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Penny Phillips
President & Co-Founder at Journey Strategic Wealth


Penny Phillips has spent most of her career coaching and consulting financial advisors and institutions. She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and hands-on practice management support. Prior to founding Journey, Penny founded Thrivos Consulting, a practice management coaching company. She has worked in various leadership positions across the financial services industry and has authored multiple practice management training programs focused onhelping financial advisors prepare for the next generation of wealth holder. As an industry speaker and workshop facilitator, she has spoken at financial services conferences across the US and Canada. She is a monthly contributor to and runs an advisor practice management community called The Study Group. Penny was nominated for Thought Leader of the Year at the 2021 Wealth Management Industry Awards. On a personal note, Penny currently sits on the Board of her alma mater the Macaulay Honors College at CUNY. She has dual degrees in Economics and Corporate Finance and is certified in Advanced Behavioral Analysis. Penny was born and raised in New York City, is of Greek descent and speaks fluent Greek.

Agenda Sessions

  • Inside the Mind of the NextGen Advisor: How RIAs Can Build a Bridge to G2 and Power a New Generation of Leadership


Speakers at this event