Gå frakoblet med Player FM -appen!
How to Build a Career in Finance With Penny Phillips
Manage episode 325578220 series 1370470
The guest for this episode is Penny Phillips, the co-founder of Journey Strategic Wealth, a Registered Investment Adviser for advisors. She’s also the founder of Thrivos Consulting, where she coached and consulted financial advisors.
I invited Penny because of her ideas about wealth building that she’s been sharing on Twitter and YouTube. On this episode, we talked about her journey, personal values, building a career in finance, coaching people who were older than her, and many more topics.
Follow her on Twitter: https://twitter.com/ThrivosLLC
Read more about her bio: https://journeyswadvisor.com/who-we-are/penny-phillips/
Thanks for listening!
I’ve put together 6 resources with proven tips for optimizing your life and work. It’s free for my newsletter subscribers. Get your free Growth Kit here: dariusforoux.com/growth-kit
Timestamps:
00:12 - Introducing Penny Phillips
01:33 - Her backstory
07:00 - Family values to be successful
12:35 - Age discrimination
18:11 - What success feels like (Visualization)
20:44 - Finding balance
21:10 - Do not compare yourself to others
21:25 - The Paradox of Happiness: Why Desiring More Makes Us Miserable
23:06 - From being in the corporate world to building a business
33:05 - Work life and personal life
39:21 - Surround yourself with people who understand you
40:50 - Perception is reality
43:25 - Be your own hype person
45:42 - Geraldine Wise, the first successful woman on Wall Street
52:24 - Penny on building her first business
57:19 - Rely on things you know to be true
59:55 - Consulting vs coaching
1:04:02 - The role of behavioral change
1:04:33 - What financial advisors do
1:09:25 - The best way to learn as a financial adviser
172 episoder
Manage episode 325578220 series 1370470
The guest for this episode is Penny Phillips, the co-founder of Journey Strategic Wealth, a Registered Investment Adviser for advisors. She’s also the founder of Thrivos Consulting, where she coached and consulted financial advisors.
I invited Penny because of her ideas about wealth building that she’s been sharing on Twitter and YouTube. On this episode, we talked about her journey, personal values, building a career in finance, coaching people who were older than her, and many more topics.
Follow her on Twitter: https://twitter.com/ThrivosLLC
Read more about her bio: https://journeyswadvisor.com/who-we-are/penny-phillips/
Thanks for listening!
I’ve put together 6 resources with proven tips for optimizing your life and work. It’s free for my newsletter subscribers. Get your free Growth Kit here: dariusforoux.com/growth-kit
Timestamps:
00:12 - Introducing Penny Phillips
01:33 - Her backstory
07:00 - Family values to be successful
12:35 - Age discrimination
18:11 - What success feels like (Visualization)
20:44 - Finding balance
21:10 - Do not compare yourself to others
21:25 - The Paradox of Happiness: Why Desiring More Makes Us Miserable
23:06 - From being in the corporate world to building a business
33:05 - Work life and personal life
39:21 - Surround yourself with people who understand you
40:50 - Perception is reality
43:25 - Be your own hype person
45:42 - Geraldine Wise, the first successful woman on Wall Street
52:24 - Penny on building her first business
57:19 - Rely on things you know to be true
59:55 - Consulting vs coaching
1:04:02 - The role of behavioral change
1:04:33 - What financial advisors do
1:09:25 - The best way to learn as a financial adviser
172 episoder
Alle episoder
×Velkommen til Player FM!
Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.