“The Heart of Finance: Emotional Intelligence for Financial Planners” Shares Strategies for Financial Planners to Achieve Greater Success from Experienced Wealth Manager

New Business Book from James Woodfall Examines the Role of Emotional Intelligence in Finance and Business

Bonnie Rice
Elevate Communications
brice@elevatecom.com

James Woodfall, author of Financial Planning for Entrepreneurs (2020) and the founder of Raise Your EI, today launched his new book, The Heart of Finance: Emotional Intelligence for Financial Planners (Rethink Press). In the book, James and his co-author Cliff Lansley, PhD, delve deeper into the extensive research they’ve conducted on emotional intelligence and its surprising and pivotal role in the business and finance sectors. The book has already been praised as “A highly relevant book for financial planners, particularly in today’s world, where increasing value is placed on our client relationships,” by Carla Brown (CFP, FPFS, TEP, Founder of Oakmere Wealth Management, and President of The Personal Finance Society).

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Author and Founder of Raise Your EI James Woodfall (Photo: Business Wire)

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, Behavior, and Credibility Analysis, and his research showed the unexpected and crucial connection between emotional intelligence and increased success as a financial planner. Utilizing these research findings, James pivoted his work to help other financial planners elevate their emotional intelligence and communication skills. The Heart of Finance continues this work with specific tips for readers to become more effective as financial planners and business leaders, offers a competitive edge for readers in a field where emotional intelligence is often undervalued, and stands out among similar books focused on technical training in the financial planning industry.

“While researching the relationship between the performance of financial advisers and emotional intelligence, we found that advisers with high EI achieve higher sales, obtain more referrals, and retain more clients,” said James Woodfall. “Combined with the evidence that emotional intelligence can be taught as a set of abilities, and those who receive training show increases in many of the domains mentioned here, the lightbulb moment struck – this is how financial advisers should be trained, and that training will lead to improved performance.”

Additional praise for The Heart of Finance comes from David Matsumoto, PhD, Professor at San Francisco State University and President of Humintell LLC, who notes that, “This book has captured and outlined how emotions need to be understood, respected and regulated, not ignored and suppressed. The Heart of Finance will help frontline financial advisers to read, understand and influence the emotions of their clients to build rapport and trust throughout the client journey towards win-win investment decisions.”

The Heart of Finance is available to order today, November 20, 2024, on Amazon. To learn more, please visit https://www.raiseyourei.co.uk.

CONNECT WITH JAMES: Contact Bonnie Rice at Elevate Communications, brice@elevatecom.com

• Interview: Schedule an interview with James Woodfall about The Heart of Finance
• Review: Reach out for a digital or hard copy of The Heart of Finance
• Excerpt: If interested in publishing an excerpt from The Heart of Finance, indicate the chapter you would like to include

About James Woodfall

James is a highly experienced financial planner, having previously run his own financial planning business, which he exited in 2022. While studying for his Masters, James researched the relationship between emotional intelligence and job performance in financial planners. He now works with financial services firms consulting on how they can use emotional intelligence to improve individual and company performance.

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