Experience training designed by financial planners, for financial planners, and join a community revolutionising client relationships.
Our courses
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.
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.
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.
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.
Don’t just take our word for it – see how financial planners, advisers, and wealth managers have transformed their approach with Raise Your EI.
Understanding my clients’ emotions helps me support them through life’s biggest moments.
I’ve learned to ask the right questions to uncover what truly matters to clients.
This training reinforced that great financial advice is about people, not just money.
Discover how James and Cliff’s latest book will help you capture opportunities.
