EP#19 Choosing to be a Risk Advice Business

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. https://www.skye.com.au/