Insights
How well is your financial planning practice performing?
A practical guide for financial planners who want to improve how they perform, communicate and add value. Paul Taylor shares 23 essential habits designed to help advisers build stronger client relationships, create better outcomes and prepare for the future of financial planning.
First Meeting Masterclass
A practical video series for financial advisers who want to improve the quality of their first client meetings. Paul Taylor shares how better preparation, stronger meeting structure, deeper conversations and clearer communication can help advisers build trust and create better client outcomes.
Legacy Planning Is Not Estate Planning
Paul Taylor explains why legacy planning is not the same as estate planning. This video highlights the difference between preparing money to transition and preparing more than money to transition, helping advisers open deeper conversations around family, values, responsibility and the stewardship of wealth.
What 25,000 Calls to Business Owners Taught Me
Paul Taylor shares what 25,000 calls to business owners taught him about adviser communication. This video highlights why traditional learning can fall short in business owner conversations, and why advisers need better processes, framing and questioning to create real impact.
Return on Life, Not Just Return on Tax
Paul Taylor explores why advisers should focus on helping clients get a return on life, not just a return on a tax return — and why standing out means building a distinctive approach rather than following the adviser crowd.
Great Actions Come From Great Thinking
Paul Taylor explains why great client outcomes are linked to great client actions, and why great actions begin with great thinking. This video highlights the importance of helping clients think more insightfully, making it a useful piece for advisers who want to improve the quality of their conversations and the outcomes they help create.
Making First Meetings Memorable Through Trust-Based Selling
Paul Taylor explores how financial advisers can make first meetings more memorable by building trust early, communicating with impact and creating a clearer meeting process.
How to Elevate Your Financial Planning Career
Paul Taylor discusses adviser development, coaching and the communication skills financial planners need to progress beyond technical competence.
Career Advice from Successful Financial Planners
Paul Taylor joins a relaxed Financial Planner Life golf feature exploring career advice, adviser development and the lessons learned from experienced financial planners. This content shows a more informal side of adviser growth, built around conversation, relationships and practical experience.
How to Get Clients to Act on Your Advice
Paul Taylor explores why good advice does not always lead to client action, and why communication, trust and emotional connection are vital parts of the adviser/client relationship. This conversation looks at how advisers can create better outcomes by improving the way they frame advice, guide conversations and help clients move forward with confidence.
How many ways are you unique?
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.
The Art and Science of Client Conversations: Enhancing Emotional Engagement in Financial Planning
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.
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