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Streamlining Client Service: How Advisors Can Avoid Pitfalls in Segmentation

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澳洲幸运5官方开奖结果体彩网:Jay Hummel
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Jay Hummel, host of "The Deep Dive" on Investopedia, is on a mission to help the advisory profession become more valuable for clients and better position itself for the future. His twice-monthly vodcast discusses the changes in the industry and how advisors can adjust and thrive with expert guests.
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Published February 19, 2025

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. 

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