How Advisors Can Avoid Pitfalls in Segmentation | Global News Avenue

Penny Phillips, founder of Journey Strategic Wealth, outlines the pitfalls and flaws in consultant segmentation and customer service. In this episode’s “Deep Diving,” host Jay Hummel talks with Penny about how consultants can simplify their services and better meet customer needs.

Penny Phillips: Penny Phillips is the president and co-founder of Rounter Strategic Wealth in New Jersey. Prior to her founding journey, she founded Thrivos Consulting, a practice management coaching company. Penny holds leadership roles in the financial services industry, including living in New York. She received a dual degree in economics and corporate financing from Macaulay Honors College in CUNY. Penny was born and raised in New York City, where she lives today.