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

Financial Planner Life Podcast

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Navigating Challenges in Financial Planning

The chapter explores the complexities and criticisms within the financial planning industry, including the struggle to please everyone online and the offshore market's negative perception. It emphasizes the crucial role of mentorship in supporting younger financial planners and the significance of solid business development for future success. The discussion also delves into strategies for effective prospecting, highlighting the traits needed for successful client relationships.

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