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Financial Planner Life Podcast

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

May 16, 2024
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.
56:55

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Quick takeaways

  • 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.

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.

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