Penny Phillips

Very few firms, if any at all, have actually been built to solve one of the transitioning advisor’s fundamental challenges; that even with independence, great technology, and resources, advisors still need support managing their practices and teams. And they don’t want to do it alone. Independent advisors are the future of the industry, and they need a home that makes them as secure as they make their clients. This means intentionally partnering with advisors to help them make critical practice management decisions across every area of their practice including operations, wealth management, investment management, practice management, client experience, and culture.