Dr. Chia-Li Chien is a Succession Program Director at the Value Growth Institute. Before her consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. She is a frequent speaker about succession planning at national conferences and has published three award-winning books. She also serves on the boards of various national financial service associations.

**CONTENT WARNING: Episode contains accounts of domestic violence and a hostage situation some listeners may find disturbing.**

Jennifer Jost is a Certified Grief Counselor and holds various securities licenses, as well as a Life & Health Insurance License. In 2016, she was awarded Advisor Of The Year by Ameritas, and she was a part of the Ameritas Presidents Club and Inner Circle, which qualified her for the Million Dollar Round Table. She currently owns and operates her own financial planning business, Diamond Life Planning. 

Prior to founding Journey, a Registered Investment Adviser, Penny Phillips founded Thrivos Consulting, a practice management coaching and consulting company. She has worked in various leadership positions across the financial services industry and has created multiple practice management training programs. She regularly speaks on financial topics, is a monthly contributor to Wealthmanagement.com, and runs an advisor practice management community called The Study Group. She was nominated for Thought Leader of the Year at the 2021 Wealth Management Industry Awards, and is certified in Advanced Behavioral Analysis. Find Penny on Youtube at “Practice Management with Penny."