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Show Notes
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/
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