When we recognise we’re unique, we stop wasting time looking for ready-made financial plans – from bloggers, influencers or the money pages of the Press.

In my coaching sessions with modern financial planners, I’ve encountered highly competent and knowledgeable advisers with a genuine desire to help their clients.

However, knowledge alone isn’t enough.

Advisers must communicate with impact, add value in the first conversation, and inspire clients to take the next steps.

In this video, Paul from Plato Coaching highlights the importance of effective communication in financial planning. He argues that success hinges on creating personal connections rather than just technical expertise. By focusing on emotional engagement and compelling meeting environments, Paul believes advisors can transform client conversations into their most valuable asset.