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

The Flexible Advisor
30/09/2020 37 min
Ep 30: How Advisors Are Gaining Traction in the Pandemic – With Penny Phillips

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Episode Synopsis

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 …

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