#450 Phil Thompson

Ensombl Advice Australia

English - June 19, 2024 13:00 - 28 minutes - 32.6 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Addressing Client Affordability Concerns in Insurance #1

Next Episode: AdviceTech Podcast #88 - Simply Advice Websites

Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned his business from holistic advice to focus solely on insurance advice through redesigning processes with technology, charging fees upfront, and marketing strategies to grow through referrals and content while discussing challenges of remote work and knowledge sharing.

Phil Thompson LinkedIn: https://www.linkedin.com/in/philjthommo/
Skye Wealth Website: https://www.skye.com.au/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240620

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