Financial planning firms

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

Drive team excellence and boost their success

Improve your team’s skills

To maximise your team’s potential, you can enhance their emotional intelligence (EI) abilities by boosting performance, improving stress management, and strengthening client relationships. Choose from our virtual learning options or have our experts come to you for in-person training.

Use EI to aid recruitment

By leveraging our e-Factor® EI tool, you can identify key differentiators between candidates, ensuring you select the ideal person for the role. This not only helps you choose someone with the right skills and personality but also someone who will integrate with your existing team.

Act as your
consultant

James can analyse and interpret your team’s e-Factor® scores, providing a detailed assessment of their strengths and areas for improvement. Based on this analysis, he will create a tailored development plan designed to enhance your team’s overall performance.

Participate

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Talk

Still have questions about how we can help your firm? Let’s talk.

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 member of your team.

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.

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.

Multiple learning options

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