Helping financial advisors add value in ways their exams don’t teach.
Coaching built from real adviser experience.
The advisers who stand out are the ones who can communicate clearly, build trust quickly, ask better questions and create better client conversations.
Plateau Coaching helps financial advisers improve the areas of advice that are often missed by traditional training but are vital to long-term success — how they perform, how they communicate, how they build relationships, how they create opportunity and how they add value in ways their competition may 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, and years of client conversations, adviser coaching and wealth management experience.
How Plateau helps
Adviser Performance Coaching
Helping advisers improve confidence, self-management, communication, accountability and overall professional performance.
Business Owner Masterclass
Lessons learned from 25,000 cold calls and meetings with over 1,000 business owners.
Introductions & Business Development
Helping advisers improve how they create opportunity.
Wealth Management Proposition & Process
Helping advisers create a stronger wealth management proposition and a more repeatable client process.
Protection & Risk Management
Helping advisers become more confident, consistent and proactive in protection and risk-management conversations.
Estate Planning, Legacy Planning & Stewardship
Helping advisers build deeper conversations around wealth transfer, family planning and life beyond the numbers.
Resources and ContentPractical tools and content for better adviser conversations.
Plateau Coaching gives advisers access to practical resources, videos and tools designed to improve communication, client meetings, business development and deeper planning conversations.
This includes the First Meeting Masterclass, Great Questions for Financial Planners, Pre-Discovery Questionnaire, Estate & Legacy Questionnaire, adviser-focused videos, podcast appearances, webinars and book/resource downloads.
The aim is simple: to give advisers practical ideas they can use in real client conversations.
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.”
Adam Norris - Financial Planner, MHA Wealth Management
“Having been in the industry for 10 years and advising for three, I was keen to improve my softer skills. I have since had three sessions with Paul, which have been extremely beneficial.
From understanding how to frame what we do, to engaging in meaningful discussion and having repeatable processes, my sessions with Paul have broadened my skill set. I look forward to our future sessions.”
Dave Hulland - Financial Planner, Foster Denovo
“Since having sessions with Paul, I have a repeatable meeting structure that allows me to help clients so much more than before, in a repeatable format and in an efficient manner. What’s more, I now have a better idea of why my meetings go well, and why some feel mediocre.”
James Hassall-Marlow - Independent Financial Planner
“I reached out to Paul after hearing him on The Financial Planner Life podcast. He has been incredibly helpful in navigating the profession, helping me cut through the noise to focus on a client-led lifestyle approach to planning. Paul also shares excellent opportunities for events and awards that I’d otherwise miss. I look forward to his continued coaching for years to come.”
