James Woodfall, Cliff Lansley

The Heart of Finance (MP3-Download)

Emotional intelligence for financial planners Ungekürzte Lesung. 226 Min.
Sprecher: Woodfall, James

• Hörbuch-Download MP3

Produktbeschreibung

The success of the relationship between financial adviser and client hinges on your ability to build meaningful connections. Being a financial adviser goes beyond conveying financial knowledge. Leveraging the power of emotional intelligence ensures you are better able to relate and respond to your clients, allowing you to unlock higher sales, generate more referrals and achieve better client retention. Listen to The Heart of Finance to: • Master techniques to quickly establish and maintain trust and rapport with your clients • Create deeper, more meaningful connections and enhance client relationships • Boost sales performance and improve customer retention • Navigate difficult conversations and challenging interactions with empathy and professionalism • Tailor your communication strategies to meet the unique needs of each client

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Produktdetails

• Verlag: Rethink Press
• Erscheinungstermin: 16. Juli 2025
• Sprache: Englisch
• ISBN-13: 9781781339459
• Artikelnr.: 75028750

Autorenporträt

James Woodfall is a highly experienced financial planner, having previously run his own financial planning company. His master's degree research focused on the relationship between emotional intelligence and job performance in financial services professionals. He now provides consultancy to financial services firms, enabling them to use emotional intelligence to improve performance.

Rezensionen

‘The authors bring a stellar combination of world-renowned experience in marrying two fields – financial planning and emotional intelligence – that creates an abundance of practical, science-based information that will greatly benefit wealth managers and their clients. The world is now realising that incorporating knowledge and skills related to emotion and emotional intelligence makes a powerful and vital difference to a professional’s performance and results in high-stakes contexts. 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 book also offers practical tips and techniques that will help advisers recognise and manage their own emotions and wellbeing when things get tough. I highly recommend this book to anyone working in consultative, advisory or sales roles.’ San Francisco State University, and President, Humintell LLC