In this course, you’ll learn strategies to deepen trust with clients, grasp their financial aspirations, and navigate the complexities of financial decision-making.
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.
Purchase
Embark on a transformative journey with our exclusive four-day workshop, where we delve into the art and science of emotional intelligence (EI) tailored for the financial services profession.
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
This course is delivered over four live Zoom sessions, held bi-weekly. Each session runs from 13:30 – 17:30 GMT (08:30 AM – 12:30 PM Eastern Time) and provides a mix of self-assessment, interactive discussions, and practical exercises.
Session 1: 7 May 2025 – Foundations of Emotions and Emotional Intelligence
Session 2: 21 May 2025 – Individual Differences, Self-Awareness and Self-Management
Session 3: 4 June 2025 – Social Awareness, Social Interaction and Client Journey
Session 4: 18 June 2025 – Putting It into Practice, Difficult Conversations and Conclusion
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
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
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.
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.
We provide you with the knowledge required to develop your skills and understanding of emotions and behaviour
Once you’ve gained the skills, we help you apply the learnings to your role through coaching.
We’ll undertake an EI assessment and on successful completion, you’ll receive your Certificate in Applied EI for Financial Planners.
Your EI abilities have been elevated, which leads to improved performance.