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!
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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