S3E2 A PY Structure with Phil Thompson

Challenge the Standard in Financial Advice

In this week's episode, Jordan and Nathan are continuing their exploration of the Professional Year.

They're joined by Phil Thompson from Skye Wealth this week, who with his characteristic openness and generosity, shares the structure they've built to help people grow through the PY.

Phil explains:

• The structure they've built to bring on, develop and grow people through the process.
• Why they don't rush into putting someone into the PY.
• Why the legacy impact of what he's doing doesn't really concern him.
• How the investment they've made in growth and leadership across the business has driven their structured approach to the PY.
• How Skye's recently announced BHAG is feeding their commitment to growth.
• Why Jordan's wrong about the shortage of ethical dilemmas in advice.

Keep listening to the end to hear Jordan's new favourite risk-profile based insult - and how his big mouth has made getting sponsorship for their upcoming in-person event an absolute no-go.

If you'd like to find out more about how Phil and the team at Skye are growing their team, you can reach out to them here:

Their website

Phil's LinkedIn

Nathan:

[e-mail]

www.nathanfradley.com.au

Jordan:

[e-mail]

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.