Transform your financial services career through emotional intelligence

Experience training designed by financial planners, for financial planners, and join a community revolutionising client relationships.

Explore our training courses

Our courses

Transform the way you work

Applied Emotional Intelligence
for Financial Planners

This four-day workshop will teach you strategies to deepen trust with clients, grasp their financial aspirations, and navigate the complexities of financial decision-making.

Behaviour Analysis course

Designed for people in high-stakes roles, this course teaches you how to evaluate truth, recognise key behaviours and take a deep dive into detecting deception.

James’ journey from a financial planner to emotional intelligence expert

Throughout his 15-year career as a financial planner, James identified a glaring gap: the lack of research-based communication training. While continuing his work, he earned an MSc in Communication, Behaviour, and Credibility Analysis. This passion project led to the founding of Raise Your EI, where James now encourages other financial planners to elevate their emotional intelligence and communication skills.

Discover James' story

Online training

Behaviour analysis

Train a trainer

Online training

Behaviour analysis

Train a trainer

Live workshops

Breakout rooms

e-Factor® report

Live workshops

Breakout rooms

e-Factor® report

1 to 1 sessions

Coaching

Introductory session

1 to 1 sessions

Coaching

Introductory session

Transform every aspect of your life

Unlock your emotional potential and achieve greater success in both work and life. We offer practical tools, strategies, and exercises grounded in high-quality, science-based training and research.

The Heart of Finance

Discover how James and Cliff’s latest book will help you capture opportunities.

Learn more

Raise Your EI
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