

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Navigating Challenges in Financial Planning
01:39 • 9min
Perseverance and Creativity in Financial Planning
10:55 • 4min
Overcoming Challenges in Prospecting
14:56 • 7min
The Impact of Mentoring in Financial Planning
22:23 • 20min
Enhancing Communication Skills and Coaching Mindset in Financial Planning
42:09 • 4min
The Power of Coaching in Financial Planning
46:28 • 10min