Managing Disruption in Financial Services with Penny Phillips TacoTech

This week's guest is Penny Phillips, founder of Thrivos Consulting. We chat about the value of behavioral coaching for financial advisors, the disruption the next-generation of clients and advisors are effecting in wealth management, and how shifting expectations and demographics will impact the services advisors provide and the way they charge for those services.

Join hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (Flyer) to listen in on the conversation and join us every Thursday for new episodes.