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Description

We're back with Phil Thompson on how and why he moved from a general financial adviser to risk specialist. We cover how he positions and prices the advice process, his view on claims, CRM's for his processes and what is and isn't working in his business.
Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviser
Wish You'd Known is hosted by Glen James and Danni Visser.
Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

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