4min chapter

Financial Planner Life Podcast cover image

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

Financial Planner Life Podcast

CHAPTER

Enhancing Communication Skills and Coaching Mindset in Financial Planning

This chapter delves into the significance of compelling communication in financial planning, stressing the importance of seeking permission before offering advice and understanding the client's perspective. It provides insights on essential communication skills for financial planners, recommending a course by the Mole Foundation for skill enhancement, along with suggesting relevant books for fostering a coaching mindset in client interactions.

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