First Meeting Masterclass

A great first meeting can shape the entire adviser/client relationship.

The First Meeting Masterclass has been created to help financial advisers improve how they prepare, communicate, build trust and create more meaningful client conversations.

Across the series, Paul Taylor shares a practical process for making first meetings more memorable, more valuable and more likely to lead to client action.

What to expect

The masterclass is broken into three parts after the introduction:

Part 1: Real Prep & The Super Start

This video focuses on The Real Prep that nobody talks about, and how to get a first financial planning meeting off to a Super Start.

The aim is to increase the probability that someone leaves the meeting thinking:

“That was the best conversation I’ve ever had.”

Part 2: The Big Opportunity & The Missed Middle

This video explores the part of the meeting many advisers miss.

Paul looks at how advisers can create more depth, meaning and emotional connection in first meetings, increasing the probability of client action.

Part 3: Driving Action & Outcomes

This video focuses on helping clients move from conversation to action.

Paul also shares how he added value to business owners while cold calling his way to £100 million AUM at a young age.

Recorded before the April 2026 tax changes.

Why it matters

Better client outcomes start with better client conversations.

This masterclass gives advisers practical ideas they can apply in real meetings to build trust, communicate better and create stronger outcomes.