Bite the Bullet and Specialise: How Financial Planner Phil Thompson went from ‘Just Making It’ Generalist, to Rapidly Growing Specialist – Ep 19
Bite the Bullet and Specialise: How Financial Planner Phil Thompson went from ‘Just Making It’ Generalist, to Rapidly Growing Specialist – Ep 19
Bite the Bullet and Specialise: How Financial Planner Phil Thompson went from ‘Just Making It’ Generalist, to Rapidly Growing Specialist – Ep 19
Phil Thompson has had two career paths that couldn’t be more different: Circus Performing, and Financial Planning! He's the owner of a company called Skye Wealth, specialising in life insurance.
You’ll hear why he made such a radical career change; how his first few years in the financial game were spent working very hard, with little reward…. and how a few brave decisions made all the difference!
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Key Moments
03:20 – After a dramatic career change, Phil saw an opportunity and took the plunge, with help from family.
08:46 – Laser focussed on caring for existing clients
10:32 – 3-years of feeling stuck in a rut.
13:21 – Phil finds his niche.
15:00 – Skye Wealth goes online.
19:37 – Covid hits -- and Phil was in the perfect position.
24:38 - Lessons in hiring.
31:06 – Future plans: the digital nomad life.
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Learn More
- More about Skye Wealth
- Explore all episodes of Getting to the Heart of Business
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