Dec 13, 2022
Phil Thompson from Skye Wealth joins Jenny to chat about his
decision to move from holistic financial advice and become a
dedicated risk advice business.
Having spent past 10 years in financial advice, Phil has shifted
over the last couple of years to an insurance only advice business.
Phil shares his motivation to de-risk his business for a
sustainable future and his experience in building and growing his
risk only advice business. By only doing one thing, Phil has
refined how to do it really, really well and shares some of the
fundamentals for those that are considering taking the step into a
risk only advice business.
The demand for risk advisers continues to grow and this episode
shares some key tips why you could consider this style of advice as
an option for your advice business.
As the Director and Financial Adviser at Skye Wealth, Phil helps
young professionals and young families sort out personal insurance
fit for their individual needs. He provides customized personal
insurance advice to make sure people get the right cover by
securing the best plans possible from insurers. Phil’s favourite
part of his job is providing clients peace of mind knowing tomorrow
will be taken care of no matter what happens in life.