How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor
May 16, 2024
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Join financial planning expert Paul Taylor as he shares his journey from cold-call beginnings to £100 million AUM. Explore client acquisition, emotional intelligence, and the art of active listening. Discover the importance of mentoring in the financial planning landscape and unlock strategies for successful client interactions and business development.
Mentorship and training are crucial for aspiring financial planners to reach the top of the industry.
Effective client communication involves active listening, building trust, and guiding towards actionable solutions.
Embracing vulnerability and human connection in client interactions leads to establishing trust and meaningful outcomes.
Deep dives
Passion for Developing Young Financial Planners
Paul Taylor, a certified coach and chartered financial planner, emphasizes the importance of supporting the next generation of financial planners. He highlights the need for mentorship, training, and development, drawing from his experience of growing his business and providing consultancy to financial firms.
Creating Conversations and Building Relationships
Taylor underscores the significance of creating compelling conversations that inspire action in client meetings. He stresses the value of building trust and relationships through active listening, asking permission to pivot discussions towards personal insights, and using coaching techniques to guide clients in finding solutions.
The Value of Vulnerability and Human Connection
Taylor advocates for vulnerability and human connection in client interactions. By getting clients to open up and being genuine in understanding their worries and aspirations, financial planners can establish trust and guide them towards meaningful solutions.
Unconscious Competence in Communication
Taylor promotes the idea of transitioning from unconscious incompetence to unconscious competence in communication. He highlights the need for financial planners to focus on being compelling communicators and fostering a genuine interest in clients' well-being to drive positive outcomes.
Offering Free Training Programs and Continuous Learning
Taylor and the podcast host plan to develop free training programs aimed at enhancing business development and relationship-building skills in financial planning. They emphasize the importance of continuous learning, mentorship, and offering support to aspiring financial planners for industry advancement.
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
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If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.
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