10min 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

The Power of Coaching in Financial Planning

This chapter explores the impact of coaching and mentoring in financial planning processes, emphasizing the development of long-term relationships. Drawing parallels to the 12-step principles, it focuses on unconscious competence, building trust, and rapport with clients. The speakers discuss the importance of empathetic communication, active listening, and coaching clients to articulate their thoughts for better advice in a supportive meeting environment.

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