What 25,000 Calls to Business Owners Taught Me

In this Future Financial Planner video, Paul Taylor reflects on lessons learned from 25,000 calls to business owners.

The message is that traditional adviser learning often has limited impact in real business owner conversations. Real impact comes from understanding how to communicate, frame value, ask better questions and connect advice to the business owner’s world.

This supports Paul’s Business Owner Masterclass and his wider coaching around adviser performance, communication and creating value in ways the market often misses.

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Legacy Planning Is Not Estate Planning

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Return on Life, Not Just Return on Tax