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In today’s episode Greg and Colin interview Penny Phillips. Penny is the founder of Thrivos Consulting, a practice management firm based in New York City that spends its time working with advisors in Canada and the USA. Penny digs into the evolution of advice, what investors should look for when deciding on a wealth manager, and the importance of trust. So put on a Bunnyhug, grab a pop and some KD and enjoy the show!
