Penny Phillips, President and co-Founder of Journey Strategic Wealth, has spent years supporting financial advisors to embrace change and discover new ways to thrive.
In this episode, Penny and I discuss old belief systems and structures and how to shed them in order to grow your business.
Penny talks about the importance of understanding client psychographics - and what that means, how to lead with curious questions and not make assumptions, how to handle challenging compliance situations and, as the person that introduced me to BombBomb video email which I love, we of course talk about advisors leveraging video in their business.
Links and transcript at https://innovatingadvice.com/post/episode77)
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![cover of episode Shedding Old Belief Systems and Structures in Order to Grow with Penny Phillips [Ep77]](https://static.libsyn.com/p/assets/4/2/9/2/4292c321b1a4240e/077_Penny_Phillips.png)
