The Case for Specialisation

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Risk specialist adviser Phil Thompson’s success story sends a message that specialisation in one particular segment of the financial advice spectrum can help advice businesses transform from average to highly successful.

What makes Thompson’s achievement stand out even further, particularly in the current regulatory environment, is that he decided to specialise in delivering life insurance advice solutions.

Phil will be sharing his insights with advisers around the country as part of the Riskinfocus 23 CPD Tour, which will visit every state capital city during March, commencing in Adelaide on March 14.

Phil has shared a brief message here, and at the Riskinfocus 23 CPD event series, he will outline for his peers the rationale behind his decision to specialise in risk advice and will break down the various advice proposition components and business-related elements that have come together to deliver significant growth and success.