The Heart of Finance

Released on 20th November 2024, James and Cliff’s latest book will help you capture opportunities.

What to expect from The Heart of Finance

Developing your emotional intelligence abilities leads to higher performance, allowing you to capture opportunities you may be leaving on the table. In The Heart of Finance, we provide the knowledge, understanding and skills so you can apply them to your work as a financial planner and access new levels of growth for you, your business, and your clients.

Here’s a glimpse into what you’ll learn:

Build trust
quickly

Master techniques to establish and maintain trust with clients.

Enhance client relationships

Use emotional intelligence (EI) to create deeper, more meaningful connections.

Boost sales performance

Apply EI strategies to improve customer retention and sales outcomes.

Master difficult conversations

Learn how to navigate challenging client interactions with empathy and professionalism.

Personalise communication

Tailor your communication strategies to meet the unique needs of each client.

Fill in your details below and we will send you a digital copy of The Heart of Finance

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