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The Heart of Finance

Business and Economics

Audio only

The Heart of Finance

Emotional intelligence for financial plannersBy James Woodfall, Cliff LansleyNarrated by James Woodfall

The Heart of Finance

Length3h 46m

About this audiobook

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

Audiobook details

GenreBusiness and Economics

Length3 hrs 46 mins

Narrated byJames Woodfall

FormatAudiobook

Publish dateJul 16, 2025

LanguageEnglish

Table of contents

1Opening Credits

7Chapter Five - Planning Meeting

2Introduction

8Chapter Six - Implementation Meeting

3Chapter One - Hearts, Minds And Money

9Chapter Seven - Difficult Conversations

4Chapter Two - The Client Journey

10Chapter Eight - Ongoing Service Work

5Chapter Three - Preparing For Action

11Conclusion

Show all chaptersShow less

6Chapter Four - Initial Meeting

12Closing Credits

About the author

James Woodfall, Cliff Lansley

View all by James Woodfall, Cliff Lansley

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