Applied Emotional Intelligence for Financial Planners

In this course, you’ll learn strategies to deepen trust with clients, grasp their financial aspirations, and navigate the complexities of financial decision-making.

Transform your mindset and behaviour

Many financial planners overlook the emotional and relational sides of their work, concentrating solely on technical details. Research confirms that emotions play a vital role in how people perceive, process, and act on financial information. Clients are not just looking for financial plans, they are looking for financial planners who can understand their needs, goals, values, fears, and hopes, and who can communicate with empathy, trust, and confidence.

Our vision is to help financial planners increase their emotional intelligence abilities and reap the rewards that come with it.

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Develop your skills with us

Applied Emotional Intelligence for Financial Planners

Embark on a transformative journey with our exclusive three-day workshop, where we delve into the art and science of emotional intelligence (EI) tailored for the financial services profession. In this intensive program, you’ll gain cutting-edge strategies to deepen trust with your clients, grasp their unique financial aspirations, and navigate the complex emotional landscape of financial decision-making.

Embark on this journey to refine your professional toolkit with essential EI competencies, setting a new standard in financial planning.

Safeguard your mental and emotional health

Identify and skilfully manage emotional triggers

Enhance your ability to collaborate with clients

Master the art of purpose-driven dialogue

Interpret nuanced verbal and non-verbal cues

Master the art of staying calm in tough talks

Better understand your EI strengths and weaknesses

e-Factor® Report

This tool provides you with an EQ score that fosters awareness and growth for your personal and professional relationships. The results show 12 abilities grouped in four sections, helping you understand your EI skills, celebrate your strengths, and identify areas to work on.

£140

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e-Factor® + one hour coaching session

This is an add-on service to the e-Factor® Report. After you’ve completed your report, you can meet with James to discuss and interpret your results during a one hour session. You can ask any questions and consider how you will work on areas of improvement.

£250

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Meet your co-presenter
Cliff Lansley

Cliff is a leading expert in emotional intelligence and deception detection, with a focus on multichannel communication. Cliff’s expertise includes developing innovative assessment tools, enhancing interviewing techniques, and providing specialised training for high-stakes situations. His work has been featured on the Discovery Channel and he has consulted on numerous murder cases.

Do you have a team of advisers who could benefit from
our training?

Enhance the capabilities of your advisory teams by bringing in our expertise to deliver a customised, in-house training program tailored to your firm’s needs.

Get in touch

How our training programme works

Train

We provide you with the knowledge required to develop your skills and understanding of emotions and behaviour

Coach

Once you’ve gained the skills, we help you apply the learnings to your role through coaching.

Assess

We’ll undertake an EI assessment and on successful completion, you’ll receive your Certificate in Applied EI for Financial Planners.

Conclude

Your EI abilities have been elevated, which leads to improved performance.