Emotional Wealth - The Financial Planner’s Guide to EI Mastery
Live Virtual Workshop: 12-14th June
Book NowThe Financial Planner’s Guide to EI Mastery
True success as a financial planner hinges on your ability to understand yourself, navigate challenging conversations, & build deep connections with clients.
In the ever-evolving world of finance, technical expertise isn’t enough. The most successful financial planners understand the power of emotional intelligence (EI) – the ability to understand, manage, and leverage emotions for stronger client relationships, better communication, and superior results.
Take Aways
In ‘Emotional Wealth: The Financial Planner’s Guide to EI Mastery’, our focused curriculum translates EI competencies into practical strategies for key areas of your role:
Client Acquisition
Leverage emotional insight to connect with potential clients, understanding their needs and fears to build trust from the first interaction.
Tough Conversations
Navigate difficult dialogues confidently, using EI to deliver honest yet compassionate communication during market downturns or financial losses.
Relationship Management
Cultivate deeper client relationships using EI to empathically engage and respond to clients’ concerns, maintaining a loyal clientele.
Negotiating Fees:
Discover strategies to safeguard your mental and emotional health, ensuring you remain a resilient and dynamic financial advisor.
Eliciting Information:
Use emotional cues to encourage clients to share crucial financial information, ensuring your advice is well-informed and personalised.
Stress Management for Performance:
Enhance your ability to manage stress through EI, maintaining peak performance and clear decision-making in the fast-paced financial environment.
An Interactive and Immersive Virtual Workshop (No boring Zooms here)
Not just your typical boring virtual workshop. Our live virtual course, hosted on Zoom, is delivered from a state-of-the-art studio equipped with multiple cameras and large monitors to enable dynamic, face-to-face interactions between delegates and facilitators. Over three days, you’ll engage in practical exercises and skill-building sessions, ensuring an interactive and immersive learning experience that you can immediately apply to your profession.
EmotionIntell™ – The Emotional Intelligence Model
EmotionIntell is an approach to Emotional Intelligence (EI) developed by the EIA Group, grounded in years of research, it defines EI as:
“The ability to perceive, understand, and influence our own and others’ emotions, across a range of contexts, to guide our current thinking and actions, to help us achieve our goals.”
This generic ability EI model consists of 12 competencies grouped into four quadrants.
A Curriculum Tailored for Financial Excellence
Day 1
‘Emotional Markets and the Advisor’s Mind’
Delve into the psychology of financial emotions and their influence on market dynamics. This segment equips you with the knowledge to recognize and manage the emotional factors that drive financial decisions, enhancing your responsiveness and advisory performance.
Day 2
‘EI Essentials for Financial Experts’
Immerse yourself in the essential EI competencies tailored for the financial advisor. This part of the course will focus on personalized exercises designed to simulate financial environments, enhancing your proficiency in the four quadrants of EI: Self-Awareness, Self-Management, Social Awareness, and Social Interaction.
Day 3
‘Advising with Empathy and Acumen’
Transition from theory to practice as you learn to apply EI in client interactions, complex negotiations, and relationship management. Strengthen your advisory toolkit with emotionally intelligent strategies that align with the nuanced needs of your clients, setting the stage for a thriving financial planning practice.
Your Facilitators
Developed through the combined expertise of James Woodfall, a distinguished UK financial authority, and Dr. Cliff Lansley, a preeminent figure in Emotional Intelligence, this program stands as the pivotal intersection where financial acumen meets psychological insight.
Dr. Cliff Lansley
Cliff is a leading expert in emotional intelligence and deception detection, focusing on multichannel communication. He has extensive experience training professionals in various sectors, including business, law enforcement, and healthcare. Cliff’s expertise includes developing innovative assessment tools, enhancing interviewing techniques, and providing specialized training for high-stakes situations. His work has been featured on the Discovery Channel, and he has consulted on numerous murder cases.
James Woodfall
James is a former financial planner turned Emotional Intelligence (EI) expert, specialising in helping financial services professionals enhance their EI skills and business success. He offers EI assessments, coaching, training, and behavior analysis to improve client relationships, team communication, and overall performance. With extensive experience and qualifications in the field, James has a proven track record of helping individuals and teams achieve greater success through emotional intelligence.
Frequently Asked Questions
This course is designed to help financial planners enhance their emotional intelligence (EI) skills, enabling them to build stronger client relationships, improve decision-making, and achieve better financial outcomes. It focuses on practical applications of EI in financial planning and client interactions.
This course is ideal for financial planners, advisors, and wealth managers who want to improve their EI skills to better serve their clients and enhance their professional success.
Improving your EI can help you:
- Build trust and rapport with clients
- Understand and manage clients’ emotional responses
- Enhance your communication and negotiation skills
- Make more informed and balanced decisions
- Increase client satisfaction and retention
The course covers:
- Introduction to Emotional Intelligence and its importance in financial planning
- Techniques for self-awareness and self-regulation
- Strategies for improving empathy and social skills
- Practical exercises for applying EI in client interactions
- Case studies and real-world applications
The course is delivered via a live virtual workshop hosted on Zoom. Unlike all those boring Zoom workshops we’ve sadly come to get used to, ours is different. We have a fully equipped studio with multiple cameras and large monitors within the space so delegates and facilitators can communicate face-to-face. The three days will be packed with practical exercises and focused on building skills that you can immediately apply within your profession.
The course is scheduled to run over three days, from June 12th to 14th, 2024. Each day will be from 10:00 AM to 4:00 PM London, UK time.
Daily Schedule:
- 10:00 AM – 11:30 AM: Session 1
- 11:30 AM – 12:00 PM: Break
- 12:00 PM – 1:30 PM: Session 2
- 1:30 PM – 2:30 PM: Lunch
- 2:30 PM – 4:00 PM: Session 3
- 4:00 PM: End of Day
This schedule ensures ample time for learning, reflection, and networking each day.
Yes, participants who complete the course will receive a certificate of completion, which can be added to your professional credentials.
There are no formal prerequisites. However, having some experience in financial planning or advisory roles will help you get the most out of the course.
The cost of the three-day training is £1750. However, a special offer of 20% off is currently available if you use the code EMOWEALTH at checkout – Discounted total – £1400
Yes, the course includes live Q&A sessions, discussion, and networking opportunities where you can interact with instructors and fellow participant.
Our support team is available to assist you with any questions or issues you may have and will be ready available throughout the program should you ever want to contact them.
The course includes practical exercises and case studies that are directly applicable to your daily work. You’ll learn strategies and techniques that you can immediately use to improve client interactions, decision-making, and overall effectiveness in your role.
Yes, you will have continued access to the recorded course materials for one year after completion, allowing you to revisit the content as needed.
Yes, course graduates are invited to join our alumni network (on LinkedIn), where you can continue to connect with peers, share experiences, and access ongoing resources and support.