Emotional Wealth - The Financial Planner’s Guide to EI Mastery

Live Virtual Workshop: 12-14th June

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Emotional Wealth - June 2024

12th June 2024 to 14th June 2024

Use code: EMOWEALTH to get 20% off

The Financial Planner’s Guide to EI Mastery

True success as a financial planner hinges on your ability to understand yourself, navigate challenging conversations, & build deep connections with clients.

In the ever-evolving world of finance, technical expertise isn’t enough. The most successful financial planners understand the power of emotional intelligence (EI) – the ability to understand, manage, and leverage emotions for stronger client relationships, better communication, and superior results.

Take Aways

In ‘Emotional Wealth: The Financial Planner’s Guide to EI Mastery’, our focused curriculum translates EI competencies into practical strategies for key areas of your role:

Client Acquisition

Leverage emotional insight to connect with potential clients, understanding their needs and fears to build trust from the first interaction.

Tough Conversations

Navigate difficult dialogues confidently, using EI to deliver honest yet compassionate communication during market downturns or financial losses.

Relationship Management

Cultivate deeper client relationships using EI to empathically engage and respond to clients’ concerns, maintaining a loyal clientele.

Negotiating Fees:

Discover strategies to safeguard your mental and emotional health, ensuring you remain a resilient and dynamic financial advisor.

Eliciting Information:

Use emotional cues to encourage clients to share crucial financial information, ensuring your advice is well-informed and personalised.

Stress Management for Performance:

Enhance your ability to manage stress through EI, maintaining peak performance and clear decision-making in the fast-paced financial environment.

EIA folks really live up to the expectation. Its a 5 out of 5 stellar work and I can definitely recommend EIA to anyone interested to elevate their emotional intelligence and/or ability to detect deception.

Marcio Leoni

VP - Service Assurance

Absolutely great - really top notch from all angles, would highly recommend

Lucy Birch

COO - Enrolmy Software

What an incredible introduction to the world of Communication, Behaviour and Credibility Analysis this workshop was! Impeccable training, fantastic speakers and the content has already blown me away.

Ella Butler

Author and Mentor

The 3-day work shop is so interesting! It makes me eager to continue with further research and broaden my knowledge. It is exciting and brought by passionate and skilled tutors. Accessible for people with or without prior knowledge. I absolutely loved it.

Bart Bertels

Eneco Belgium

An Interactive and Immersive Virtual Workshop (No boring Zooms here)

Not just your typical boring virtual workshop. Our live virtual course, hosted on Zoom, is delivered from a state-of-the-art studio equipped with multiple cameras and large monitors to enable dynamic, face-to-face interactions between delegates and facilitators. Over three days, you’ll engage in practical exercises and skill-building sessions, ensuring an interactive and immersive learning experience that you can immediately apply to your profession.

EmotionIntell™ – The Emotional Intelligence Model

EmotionIntell is an approach to Emotional Intelligence (EI) developed by the EIA Group, grounded in years of research, it defines EI as:

“The ability to perceive, understand, and influence our own and others’ emotions, across a range of contexts, to guide our current thinking and actions, to help us achieve our goals.”

This generic ability EI model consists of 12 competencies grouped into four quadrants.

Emotional Intelligence Designed for Financial Advisors

Self-Awareness for Financial Advisors

Recognize Our Own Emotions: Financial advisors often face high-pressure situations. Recognizing one's emotions helps in maintaining composure during volatile market conditions and client interactions. Identify and Anticipate Triggers: By identifying what triggers stress or anxiety, advisors can prepare themselves better for client meetings or market changes, leading to more effective decision-making. Appraise Emotional Reactions: Understanding whether one's emotional responses are appropriate to the context ensures that advisors maintain professionalism and objectivity, even in challenging situations.

Self-Management for Financial Advisors

Interrupt Initial Thoughts and Reactions: Financial advisors can avoid making impulsive decisions by pausing to consider the best course of action, thus safeguarding clients' interests. Use/Express Emotions Appropriately: Properly expressing emotions helps in building trust with clients. For example, showing empathy during market downturns can reassure clients and strengthen the advisor-client relationship. Regulate Emotions: Effective emotional regulation allows advisors to stay focused and calm, providing a stable presence that can instill confidence in clients.

Social-Awareness for Financial Advisors

Read Emotional Signals: Understanding clients' non-verbal cues can provide insights into their true feelings and concerns, enabling more personalized and effective financial planning. Interpret Signals from Others: Interpreting clients' emotions accurately helps in addressing their needs and concerns more effectively, leading to better client satisfaction. Appraise Options Relative to Goals: By considering clients' emotional states, advisors can tailor their advice to align with clients' long-term goals, ensuring a more holistic approach to financial planning.

Social-Interaction for Financial Advisors

Engage Others: Engaging clients through active listening and meaningful conversations fosters stronger relationships and encourages client loyalty. Explore to Understand: Asking the right questions and seeking to understand clients' personal and financial goals ensures that advisors provide tailored advice that resonates with clients' values and aspirations. Influence Others Towards Goals: Advisors can effectively guide clients towards making informed decisions that align with their financial goals, using emotional intelligence to motivate and inspire trust.

A Curriculum Tailored for Financial Excellence

Day 1

‘Emotional Markets and the Advisor’s Mind’

Delve into the psychology of financial emotions and their influence on market dynamics. This segment equips you with the knowledge to recognize and manage the emotional factors that drive financial decisions, enhancing your responsiveness and advisory performance.

Day 2

‘EI Essentials for Financial Experts’

Immerse yourself in the essential EI competencies tailored for the financial advisor. This part of the course will focus on personalized exercises designed to simulate financial environments, enhancing your proficiency in the four quadrants of EI: Self-Awareness, Self-Management, Social Awareness, and Social Interaction.

Day 3

‘Advising with Empathy and Acumen’

Transition from theory to practice as you learn to apply EI in client interactions, complex negotiations, and relationship management. Strengthen your advisory toolkit with emotionally intelligent strategies that align with the nuanced needs of your clients, setting the stage for a thriving financial planning practice.

Mastering EI for Financial Success

Unlock the Power of Emotional Intelligence to Elevate Your Financial Planning Practice

Your Facilitators

Developed through the combined expertise of James Woodfall, a distinguished UK financial authority, and Dr. Cliff Lansley, a preeminent figure in Emotional Intelligence, this program stands as the pivotal intersection where financial acumen meets psychological insight.

Dr. Cliff Lansley

Cliff is a leading expert in emotional intelligence and deception detection, focusing on multichannel communication. He has extensive experience training professionals in various sectors, including business, law enforcement, and healthcare. Cliff’s expertise includes developing innovative assessment tools, enhancing interviewing techniques, and providing specialized training for high-stakes situations. His work has been featured on the Discovery Channel, and he has consulted on numerous murder cases.


James Woodfall

James is a former financial planner turned Emotional Intelligence (EI) expert, specialising in helping financial services professionals enhance their EI skills and business success. He offers EI assessments, coaching, training, and behavior analysis to improve client relationships, team communication, and overall performance. With extensive experience and qualifications in the field, James has a proven track record of helping individuals and teams achieve greater success through emotional intelligence.


Frequently Asked Questions

This course is designed to help financial planners enhance their emotional intelligence (EI) skills, enabling them to build stronger client relationships, improve decision-making, and achieve better financial outcomes. It focuses on practical applications of EI in financial planning and client interactions.

This course is ideal for financial planners, advisors, and wealth managers who want to improve their EI skills to better serve their clients and enhance their professional success.

Improving your EI can help you:

  • Build trust and rapport with clients
  • Understand and manage clients’ emotional responses
  • Enhance your communication and negotiation skills
  • Make more informed and balanced decisions
  • Increase client satisfaction and retention

The course covers:

  • Introduction to Emotional Intelligence and its importance in financial planning
  • Techniques for self-awareness and self-regulation
  • Strategies for improving empathy and social skills
  • Practical exercises for applying EI in client interactions
  • Case studies and real-world applications

The course is delivered via a live virtual workshop hosted on Zoom. Unlike all those boring Zoom workshops we’ve sadly come to get used to, ours is different. We have a fully equipped studio with multiple cameras and large monitors within the space so delegates and facilitators can communicate face-to-face. The three days will be packed with practical exercises and focused on building skills that you can immediately apply within your profession.

The course is scheduled to run over three days, from June 12th to 14th, 2024. Each day will be from 10:00 AM to 4:00 PM London, UK time.

Daily Schedule:

  • 10:00 AM – 11:30 AM: Session 1
  • 11:30 AM – 12:00 PM: Break
  • 12:00 PM – 1:30 PM: Session 2
  • 1:30 PM – 2:30 PM: Lunch
  • 2:30 PM – 4:00 PM: Session 3
  • 4:00 PM: End of Day

This schedule ensures ample time for learning, reflection, and networking each day.

Yes, participants who complete the course will receive a certificate of completion, which can be added to your professional credentials.

There are no formal prerequisites. However, having some experience in financial planning or advisory roles will help you get the most out of the course.

The cost of the three-day training is £1750. However, a special offer of 20% off is currently available if you use the code EMOWEALTH at checkout – Discounted total – £1400

Yes, the course includes live Q&A sessions, discussion, and networking opportunities where you can interact with instructors and fellow participant.

Our support team is available to assist you with any questions or issues you may have and will be ready available throughout the program should you ever want to contact them.

The course includes practical exercises and case studies that are directly applicable to your daily work. You’ll learn strategies and techniques that you can immediately use to improve client interactions, decision-making, and overall effectiveness in your role.

Yes, you will have continued access to the recorded course materials for one year after completion, allowing you to revisit the content as needed.

Yes, course graduates are invited to join our alumni network (on LinkedIn), where you can continue to connect with peers, share experiences, and access ongoing resources and support.

Are you Ready to Unlock your Emotional Intelligence?

Dive deeper, broaden your understanding, and propel your personal and professional growth. Take the e-Factor® Assessment today!

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