Customized View


Build Your List

Browse Talent


Penny Phillips Booking Agency Profile

Book Penny Phillips for your next corporate event, function, or private party.
Penny Phillips is a highly respected consultant and coach to financial advisors and institutions. She is best known as the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser that provides hands-on practice management support for independent financial advisors.

Prior to founding Journey, Penny established Thrivos Consulting, a company dedicated to practice management coaching. Throughout her career, she has held various leadership positions in the financial services industry and has developed multiple practice management training programs focused on helping financial advisors prepare for the next generation of wealth holders.

Penny's expertise in the field of financial services has made her a sought-after speaker and facilitator. She has been invited to speak at financial services conferences across the United States and Canada. In addition, she is a monthly contributor to Wealthmanagement.com and leads an advisor practice management community called The Study Group.

Penny's contributions to the financial services industry have been recognized by her peers. She was nominated for Thought Leader of the Year at the 2021 Wealth Management Industry Awards and Innovator of the Year in 2022.

Beyond her professional accomplishments, Penny has a passion for understanding human behavior. She is certified in Advanced Behavioral Analysis and holds dual degrees in Economics and Corporate Finance from The Macaulay Honors College of New York. Born and raised in New York City, Penny is of Greek descent and speaks fluent Greek..

How to hire Penny Phillips for an event

Learn how to hire Penny Phillips or research availability and pricing for booking Penny Phillips to speak at a corporate event, fundraiser, private party, social media campaign, fair or festival, tradeshow or conference, endorsement project, or hire Penny Phillips as a guest speaker, please submit the form to our agency.

Frequently Asked Questions about booking Penny Phillips to speak.

Many performers, actors, speakers and other talent like Penny Phillips in certain cases will consider virtual appearances via live streaming. They perhaps may accept lower fees too. If you are seriously interested in booking Penny Phillips or other talent shown on our site, we will research their desire and the specific fee for your live-streaming event or project request.
Penny Phillips's current work schedule and location in relation to your event's type, date, budget, and locality will play a primary factor in the acceptance of booking Penny Phillips for your party. As long as your funding is commensurate with the price range to book Penny Phillips, CTI will propose your event to the official agency representing Penny Phillips. After we consult with them, we will provide a personal and accurate quote that includes: final costs, availability, and actual interest in being hired for your specific event or party.
CTI can give you the accurate Penny Phillips booking price once we submit your event details to their camp. "How much does it cost to book Penny Phillips for an event?" is a frequent question we get. The final Penny Phillips booking price is contingent on many variables and the booking fee we may show is based on a range derived from our past experience with what will Penny Phillips charge for an event. An example fee to book Penny Phillips is in the starting range of $15,000-$24,999. However, any recent popularity change would cause a price fluctuation well beyond this example. Also, their speaking fee might be different than the fee shown for the cost to perform or to just appear. Popularity, career stage, along with current demand will cause fluctuations in their speaking price as well. The final booking price may be more than what is shown, but you should at least have a budget within that range for them to consider an appearance, performance or speaking engagement.
CTI negotiates on behalf of professional event planners and talent buyers for paid appearances! We cannot give out direct contact information of the Penny Phillips agent or help distribute fan mail, personal messages, gifts, requests for free appearances, or donations of time. The Penny Phillips manager and agent will only work with us if we present them with funded offers for their client to work your event.
There is low probability to book Penny Phillips for a party with anything substantially less than the published booking cost price range. We will negotiate with the Penny Phillips agent on your behalf if your funding is in place. By not having funding ready then it will more difficult to book Penny Phillips, because they get many offers to work events that are at or above asking price. It is also important to consider the travel costs when researching the Penny Phillips booking fee, as additional expenses like this, as well as an entourage of staff and equipment, are not necessarily built-in to the booking fee range shown. If your budget does not factor that in, then there is no benefit for them to want to be hired. We do not personally speak for Penny Phillips, but in our experience in booking talent for over 25 years, this is generally the outcome of inadequate funding.
Type
Speaker
Speaking Topic
Business
Range
Business, Male, American
Bookmark and Share



Penny Phillips Booking Agent Information