How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor

Financial Planner Life Podcast

Send us a text

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.

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [e-mail] in regards to sponsorship, partnerships, videography or career development.

Chapitres

1. Financial Planner Development and Strategy (00:00:00)

2. The Road to Success (00:14:59)

3. Developing Skills for Financial Planners (00:25:07)

4. Effective Communication in Financial Planning (00:38:44)

5. Trust in Financial Planning (00:49:12)

6. Promoting Free Knowledge and Collaboration (00:55:44)