Streamlining Client Service: How Advisors Can Avoid Pitfalls in Segmentation

Penny Phillips, founder of Journey Strategic Wealth, outlines the pitfalls and flaws in advisors’ segmentation and client service. In this episode of “The Deep Dive,” host Jay Hummel talks with Penny about how advisors can streamline their services and better align with client needs. 

Penny Phillips: Penny Phillips is the president and co-founder of Journey Strategic Wealth, a New Jersey-based aggregator. Before founding Journey, she started Thrivos Consulting, a practice management coaching company. Penny has held leadership positions across the financial services industry, including at New York Life. She earned dual degrees in economics and corporate finance from CUNY’s Macaulay Honors College. Penny was born and raised in New York City, where she resides today.