PENNY PHILLIPS
@ThrivosLLC
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Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
New York, New York
Joined May 2018
Please consider donating. Mandy Kerley is an amazing person and such a bright light in this industry- one of the kindest, most genuine and optimistic people. https://t.co/IDStgKjyc9
gofundme.com
Hello friends! I’d like to first ask for your ongoing prayers for a beautiful… Emily Caldwell needs your support for Join Mandy Kerley's Community of Strength
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They say life can change in an instant.. and it did for me, one year ago today, after bumping into my childhood friend. We got married yesterday and I never knew happiness like this existed. Happy New Year all! Back on the grind soon but for now on cloud 9…
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What's your THEME word or phrase for next year? ONE word that can be used to coalesce your entire team, guide your decisions, get you excited... I'm biased but the full vid is worth the watch.
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One of the most important things you will read today. Or ever.
1 year ago today. We had Thanksgiving on Siesta Key - the same beach where our love story began Even though Ryan was battling cancer, we NEVER imagined he'd be gone just a year later I remember around this time creating an estate plan -"just in case" I'm SO thankful we did
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Before he died, my husband wrote our 3 young children a letter. This letter was one final gift - a guide for our family. I shared it at his funeral, and everyone said a version of the same thing - hearing that letter read- has changed them It's here: https://t.co/3mT0J3SE2E
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Had way more fun talking about this stuff than is probably normal... love this biz. Advisors, there are firms - consultants, platforms, RIAs -- that can really help you no matter where you're at in the business life cycle!
"Being a good fiduciary is having a succession plan in place." -@DavidDeVoe1 Without a solid succession plan your firm is: ✔️at risk of losing good advisors ✔️at risk of losing employee engagement ✔️at risk of losing good clients Thanks for having us @ThrivosLLC
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Worth the watch. “The windshield is bigger than the rear view mirror for a reason.”
The windshield is bigger than the rearview mirror for a reason is all-time quote
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So proud of my hubby to be for celebrating 1 year with his newest restaurant Baraki (conveniently located next to his original!) For the anniversary he surprised me with this!! The newest drink on the menu: The Pretty Penny ❤️❤️❤️
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This business is such a grind. If you do not like getting punched in the face every day & seeing how fast you can get back up.. this business is not for you.
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This is devastating. Gone far too soon. Donate to https://t.co/9sgHlwVphe in Ryan’s honor. Donate to find a cure. Donate so that hopefully there comes a day where no family ever has to go through something like this again.
braintumor.org
Goal Exceeded, Gift Unlocked! Because of your support, we met the NBTS Board’s challenge to raise an additional $300,000 in the last 10 days of 2025. Together, we raised even more, unlocking their...
Ryan Russell, renowned designer, entrepreneur, educator and most recently, best-selling children’s book author/illustrator, peacefully passed away at home in State College on Monday after bravely battling brain cancer for the last 17 months. He was 41. https://t.co/AkOAwCIANp
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Yes! @KyleVanPelt. If you’re not following what @milemarkerco is up to, you should be. One of the few who get the challenges of the RIA space.
Don't miss this week's NEW episode of @milemarkerco's Connected Podcast! Join @KyleVanPelt as he talks with Penny Phillips (@ThrivosLLC), President and Co-Founder of Journey Strategic Wealth. New episode available now:
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Special thank you to @brianportnoy for relaying his powerful message and reinforcing the theme of our Summit.
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Only got to capture half of the firm in these shots… but last week was Journeys first ever advisor Summit. All welcome- advisors, team members, support. It was inspiring. Fun. Interesting. Valuable. It was everything you’d ever want a “conference” to be. So proud of my team.
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Quick trip to Richmond for our team’s client appreciation event. No one should sleep on Richmond … greattttt town, amazing people.
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Let’s freakin go !!!!!!
Great job everyone -- not only is Ryan now a bestselling author, he's one the bestselling children's books authors in the world.
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Let’s get this pre order sold out for Ryan!!!
My husband, @ProfRyanRussell has been battling cancer for 17 months Today, we officially had to start hospice Our hearts are broken. Yet on his 41st birthday last week, I got to tell Ryan his dream came true- he officially is a published author ❤️ https://t.co/R9LuCxWTan
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