How to elevate your financial planning career - A Sam Oakes Podcast

In my conversation with Paul Taylor, we delved into the crucial roles of training, development, mentorship, and coaching in the financial planning profession.

We touched on the obstacles I and other young financial planners face when it comes to building relationships and securing new clients. Paul shared his techniques for prospecting and initiating conversations, underscoring the necessity for persistence, bravery, and creativity.

He also stressed the importance of being an effective communicator and honing one’s abilities to connect with people on a personal level. Our discussion emphasized the significance of relationship-building and superior communication skills within the industry. It became clear that as financial planners, we need to go beyond mere technical knowledge and strive to forge deeper connections with our clients. Paul highlighted how pivotal the first meeting is in establishing trust and delivering value to clients.

We also talked about the essentiality of coaching skills and the ability to craft an engaging meeting environment, as well as the ongoing need for personal development in these areas. Our conversation concluded with the announcement of an upcoming training program designed to enhance financial planners' skills in building relationships and communicating effectively.

This initiative is a testament to the continuous support that seasoned professionals like Paul are eager to offer to us, the next generation of financial planners.

Follow Paul on LinkedIn here.

Follow Sam on LinkedIn here.