Your best years are ahead of you.
I can help you thrive in the near and distant future.
The financial services professionals who stand out are the ones who can communicate compellingly!
Plateau Coaching helps Financial Advisers develop impactful conversational frameworks and value proposition processes in the sphere of Financial, Estate & Legacy Planning.
Plateau Coaching helps financial advisers improve the areas of advice that are missed by traditional training and financial planning narrative but are vital to long-term success: How to perform, communicate & build better relationships with business owners and deliver an impactful Estate & Legacy Planning process to multi generational high net worth families in ways their competition do not.
Led by Paul Taylor, Chartered Financial Planner and Certified Coach, the coaching is shaped by real-world experience inside financial planning.
Paul’s approach is built on lessons learned from 25,000 cold calls & meetings with over 1,000 business owners, building over £100 million AUM at a young age, over 25 years of client conversations, adviser coaching and Wealth Management experience.
Who we help
Individuals
Empowering high achievers to maximise their potential while making a positive impact on people and the planet
Teams and their People
Fostering a culture of enjoyment, collaboration, and peak performance among teams who value their company's positive societal impact.
Business Leaders
Help with identifying, implementing and manifesting the big end picture and strategies to maximise your impact and that of your company.
Financial Planners of the Future
Focusing on the skills development of the future financial planner that will genuinely help you and your clients thrive.
Testimonials
Jamie Sexton - Managing Director of True Potential Wealth Management
“Paul has been working with our internal advisers over the last 6 months to help develop how to effectively communicate with clients to ensure we provide the highest quality of advice and service to our clients.
Since Paul started the training the difference in the team has been exceptional and the quality of advice appointments has increased significantly.
We are very happy with the training we have received.”
Matt Hirst - CEO of ESG
“One of the challenges of being a CEO of a global company is to find the right person and environment that helps you think and act with clarity!
Spending time with Paul helps me stay on track. Daily obstacles or traction issues can potentially affect a leader's focus away from what matters in terms of delivering on their values and big end pictures.
Paul has a knack for helping you gain clarity and helping you sustain meaningful action with enthusiasm to stay on purpose!”
Gaurav Jandwani - CRO of Arqiva Group
“Paul played the role of a coach, over several sessions and provided an objective view of how to think about purpose, financial independence, retirement planning & output with a clear list of areas to focus on- it helps that he has a friendly & warm personality!
Paul reminds me of the Chinese adage- ‘ give a man a fish, you feed him for a day; teach a man to fish and you feed him for a lifetime’. Highly recommend.”
