Financial Planner Life Podcast

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

39 snips
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.
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