Penny Phillips

5 things you need to do next quarter, starting with adopting a "Relentless Prospecting" mindset. #financialadvisors

Financial Advisors must learn to toggle between working ON and IN the business every day, all day. Here are five small actions to take.

Start having a perspective on what's happening in "investing" and talk to clients about it, even if they're not bringing it up. #investor

You absolutely can control that because you are the one person in charge of how the conversation and the meeting goes. #financialadvisors

I think we’ve done a disservice in the industry by telling advisors like once you go independent, you know all your problems are solved.

The art of being casual and conversational with people while also being intentional and powerful is really difficult. #financialadvisors #sales

How you define what it is you’re building, how you define success, and how you actually work through your activity and your calendar.

LISTEN when you disagree or have a strong judgment and control your impulse to "shut down" in conversations you don't like. #RIAs

We have done advisors a disservice by over-focusing on creating the perfect business plan template or tool. #financialadvisors

Advisors always tell me they're unsure about: what type of client event to host or newsletter to send out...Ask Your Clients What They Want.

How do I compensate my employees that is competitve with what other Advisors are doing? #compensation #financialadvisors

If you're thinking about how to finish the year strong, and/or starting to to your strategic plan for 2020, now is the time! #financialadvisors

What do you do? Don’t answer that in a riddle. There is nothing wrong with saying, “I'm a Financial Advisor”. #financialadvisors

Have you reached a point in your business where is doesn't make sense to continue building your advisory the same way?

Are you wondering is you're being fairly compensated for what you're delivering to your clients? #financialadvisors #fees #value