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 ...
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 ...
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