Financial planners

True success as a financial planner hinges on your ability to understand yourself, handle tough conversations, and forge deep client connections.

Achieve personal growth and success

Understand yourself and your emotions

Discover strategies to safeguard your mental and emotional health, ensuring you remain a resilient and dynamic financial planner. You’ll also learn to identify and skilfully manage emotional triggers, foster harmonious interactions, and prevent disputes.

Navigate challenging conversations

We help you to develop techniques to stay composed and direct throughout challenging financial discussions. You will also master the art of purpose-driven dialogue that resonates with clients and colleagues, enhancing clarity and trust.

Build deep connections

Use emotional intelligence to empathise with clients and address their concerns, strengthening relationships and loyalty. You’ll be able to guide clients through the emotional aspects of their financial decisions, using EI to support rational thinking and goal alignment.

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The Raise Your EI Advantage

Science-based training

Our training is grounded in science, not opinion. Different people have different personalities and we dig deeper into the science to find out what works for each financial planner.

Combined expertise

With James Woodfall, a distinguished UK financial authority, and Dr. Cliff Lansley, a preeminent figure in EI, this programme is where financial acumen meets psychological insight.

Wealth of experience

James is a former financial planner turned Emotional Intelligence (EI) expert with an MSc in Communication, Behaviour and Credibility Analysis and a certified behaviour analyst.

Multiple learning options

We understand that everyone has a unique learning style. We offer you the opportunity to explore EI through our e-Factor® Report or immerse yourself in our comprehensive virtual course.

A skill you can develop

Unlike IQ, EI is a skill you can hone. With the correct training, you can build your ability in the three main areas of EI: awareness, understanding and influencing yourself and others.

What sets us apart