EPISODE · May 16, 2024 · 56 MIN
How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor
from Financial Planner Life Podcast · host Sam Oakes
Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial advising experts. With his own journey from humble cold-call beginnings to a financial planning powerhouse, Paul's passion lies in mentoring the mavericks of tomorrow. His treasure trove of strategies and heartfelt mentorship advice are not to be missed by those aiming to carve out a successful path in the financial advising landscape.Embark on an odyssey through the heart and soul of financial planning, where Paul and I dissect the essence of client acquisition and the alchemy of building lasting relationships. This episode will empower you with a new perspective on how to transform initial setbacks into the bedrock of your professional triumphs. We'll lace up our boots and traverse the terrain of emotional intelligence, uncovering how it intertwines with the mastery of communication to guide clients towards financial enlightenment.As we draw the map to trust and vulnerability in advisory relationships, you'll have access to techniques that unlock the full potential of client interactions. Paul's insights into active listening as a lost art form reveal how you can create an unparalleled advising experience. And for those craving continued growth, we tease a complimentary training program soon to unfurl, designed to amplify your business development skills. Tune in and elevate your financial planning journey with the wisdom shared in this enlightening episode.Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.
What this episode covers
Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial advising experts. With his own journey from humble cold-call beginnings to a financial planning powerhouse, Paul's passion lies in mentoring the mavericks of tomorrow. His treasure trove of strategies and heartfelt mentorship advice are not to be missed by those aiming to carve out a successful path in the financial advising landscape. Embark ...
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How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor
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