• Slice of Finance
  • Posts
  • Emotional Intelligence in Finance: James Woodfall's New Book Launch

Emotional Intelligence in Finance: James Woodfall's New Book Launch

Author

Slice of Finance Team
21 Nov

Key Highlights:

  • James Woodfall, founder of Raise Your EI, launches his new book, The Heart of Finance: Emotional Intelligence for Financial Planners.

  • Co-authored with Cliff Lansley, PhD, the book explores emotional intelligence’s role in financial success.

  • Backed by research, it provides actionable tips to improve client relationships, trust, and business outcomes.

  • Praised by industry leaders like Carla Brown and David Matsumoto, PhD, as a must-read for financial advisers.

  • Available now on Amazon and through https://www.raiseyourei.co.uk.

Source: Business Wire

Notable Quotes:

❝

"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."

James Woodfall, Founder at Raise Your EI
❝

"This book has captured and outlined how emotions need to be understood, respected, and regulated, not ignored and suppressed."

David Matsumoto, PhD, Professor at San Francisco State University
❝

"A highly relevant book for financial planners, particularly in today’s world, where increasing value is placed on our client relationships."

Carla Brown, CFP, FPFS, TEP, Founder at Oakmere Wealth Management, and President at The Personal Finance Society

Our Take:

James Woodfall’s The Heart of Finance bridges a critical gap in financial planning by addressing the role of emotional intelligence in client relationships and performance metrics. Unlike traditional guides that focus solely on technical skills, this book emphasizes the softer skills that are pivotal in today’s competitive market. By combining rigorous research with practical strategies, it offers financial advisers a clear edge in building lasting trust and rapport with clients. This launch sets a new benchmark for the financial services industry.