The Flexible Advisor

The Flexible Advisor


Ep 30: How Advisors Are Gaining Traction in the Pandemic – With Penny Phillips

September 30, 2020

Why have some advisory firms grown while others have stalled during the pandemic? In this episode, Laura Gregg and David Partain discuss how advisors are gaining traction in the pandemic with Thrivos Consulting Founder Penny Phillips. Penny shares some timeless advice on prospecting, marketing and the urgent need to embrace change to build trust and … Continue reading Ep 30: How Advisors Are Gaining Traction in the Pandemic – With Penny Phillips →