Video and Press

Article: Rediscovering Your Clients and Learning Their Buying Triggers The reprint of this article, written by Dr. Bob Penny and originally published in Ventures, discusses the difference between collecting client data and understanding the issues that cause a client...

This feature article, originally published in Greater Charlotte Biz, profiles Dr. Robert Penny and the Penny Group’s (now) 20+ years of success.

VIP Forum Case Study: The Penny Group's Client-Advisor Alignment Survey The VIP Forum provides peer-vetted, strategic guidance to the world’s leading private banking and wealth management companies. In 2011, VIP Forum published a case study describing the Penny...

Speech: Creating Loyalty in a Trust Market: The 75/25 Dilemma This speech was presented by Dr. Bob Penny at the Northwest Trust Conference in Seattle Washington. It outlines how The Power to Know® enables financial specialists to distinguish themselves and add value....

Reprinted from Business North Carolina in June 2001, this article highlights the history of the Penny Group’s patented slogan, The Power to Know®.

In this video, Dr. Penny describes the process he recommends to clients to get the most useful data from each respondent.