The Heart of Finance: Emotional Intelligence for Financial Planners - Paperback

by James Woodfall (Author), Cliff Lansley (Author)

The success of the relationship between financial adviser and client hinges on your ability to build meaningful connections.

Being a financial adviser goes beyond conveying financial knowledge. Leveraging the power of emotional intelligence ensures you are better able to relate and respond to your clients, allowing you to unlock higher sales, generate more referrals and achieve better client retention.

Read The Heart of Finance to:

- Master techniques to quickly establish and maintain trust and rapport with your clients

- Create deeper, more meaningful connections and enhance client relationships

- Boost sales performance and improve customer retention

- Navigate difficult conversations and challenging interactions with empathy and professionalism

- Tailor your communication strategies to meet the unique needs of each client

Author Biography

James Woodfall is a highly experienced financial planner, having previously run his own financial planning company. His master's degree research focused on the relationship between emotional intelligence and job performance in financial services professionals. He now provides consultancy to financial services firms, enabling them to use emotional intelligence to improve performance.

Dr Cliff Lansley is an entrepreneur and expert in emotional intelligence and behaviour analysis. He has worked with clients across the globe and in many sectors - including the military, intelligence, law enforcement and business - helping them to read, understand and influence others when it matters.