Search
Speakers

Penny Phillips

Founder of Thrivos Consulting

Practice Management Consulting and Speaking for a New Era

“Practice management consulting is 15% concept, and 85% one’s ability to change his or her own behavior in response to new learning. Those destined to thrive understand that.”

Is your business in a position to thrive over the next several decades?

Penny believes that there has never been a better time than now for firms in financial services to reflect on this question. Her commitment is to create a custom experience for each client, no matter how big or small, that supports them in the exploration of their answer.

Thrivos’ mission is to support advisory firms and professionals as they embrace change and discover new ways to thrive.

Founded on the following core PRINCIPLES:

  • Human capital must be valued across all generations and demographics; a business will not survive without cross-generational integration.
  • Those that can achieve the greatest levels of operational efficiency, scale, and institutionalization will outlive the competition.
  • Sustainable business success is reliant upon the ability to evolve structurally, technologically, and behaviorally.

 Engaging, high-impact keynotes providing a fresh perspective on industry practice management.

Key Note Presentations & Programs:

  • Building the Tomorrow Business
  • The Real Advisor Value Proposition
  • 9 Barriers to Next Level Growth
  • Client Acquisition in 2020 and Beyond: A Completely Different Ballgame
  • Yes, You Can Build a Team With Gen- X, Y and Z

Penny has been featured as a keynote speaker at conferences and events for the following firms:

  • LPL
  • Investors Group
  • Guardian Life
  • Morgan Stanley
  • MassMutual
  • Northwestern Mutual
  • Prudential
  • New York Life
  • Signature Financial Solutions
  • Flexible Plan Investments
  • RBC
  • Platinum Advisor Strategies
Travels From:  New York
City: Greater New York City
$5,001 to $10,000

Biography

After a decade of working with financial advisors and institutions on practice management, Penny launched Thrivos Consulting with a vision of building a firm that would transcend the traditional norms of industry consulting.

Founded on the belief that in order to thrive one must successfully navigate change, Thrivos offers services designed to support professionals and institutions as they learn to turn industry challenges into opportunities.

With a keen ability to connect with professionals across varying demographics, Penny has had success working with clients ranging from top independent advisors seeking support around building a multi-gen team to multi-billion dollar enterprises looking to explore scale and growth opportunities.

Penny has worked with countless advisory teams and broker dealers on issues ranging from the integration of next generation talent to succession planning to communication and behavior management. She previously ran a national business-building workshop series for financial advisors. She has authored multiple practice management programs, and has been featured as a keynote speaker at conferences and events for the following firms LPL, Investors Group, Guardian Life, Morgan Stanley, MassMutual, Northwestern Mutual, Prudential, New York Life, Signature Financial Solutions, Flexible Plan Investments, RBC, and Platinum Advisor Strategies.

Presentations

We are in the midst of revolutionary change in our industry. The traditional way of building and running a business is no longer sufficient for exponential growth and success. To thrive, and not just sustain, over the next decade you must evolve your operational structure and focus on the value of a multi-gen team.
 

 

 

In what is now a highly commoditized and over saturated industry, the real advisor value proposition lies not in product or service but in an individual’s ability to be present and emotionally attuned. Think you have what it takes to survive in a world where financial services meets artificial intelligence?
 

 

 

Most advisors have built successful businesses by default, not design. These high volume, high activity practices inevitably hit a time-wall and the business starts to plateau. In this presentation we will discuss key strategies to prevent business stagnation including how to protect against running out of capacity and “burning out.”
 

 

 

Transitioning to a true wealth management business model is not easy. It requires advisors to evolve their platforms, compensation structures and most importantly their mindsets. Learn the 8 tips for surviving the evolution: from repositioning your service and fee structure to reinventing yourself.” with “We’ve all heard the statistics for years: Thirty trillion in assets is about to shift to Gen X, Gen Y and primarily female wealth holders. It’s time to stop reciting stats and start teaching advisors how to make shifts across the client engagement spectrum to better attract, retain and serve these new wealth holders. In the end, the advisor who BEST understands the client; the way they think, act, speak and make decisions, will win the business.

 

 

 

How do I build a business with a generation of professionals that I can’t relate to? Ah, the million dollar question for the business-owner advisor of today. Creating synergy among professionals across varying demographic profiles, including Gen Y and Gen Z, is critical to the success of any business. Hear best practices from a speaker that has extensively coached teams through this process.

 

 

 

Areas of expertise

  • Understanding the Millennials
  • Leadership
  • Marketing
  • Training Development
  • Professional Development
  • Sales Management
  • Business Development
  • Leadership Coaching
  • Practice Management
  • Engaging the Female Client
  • Women, Leadership & Financial Services
© 2022 Ro Morrison & Assoc.