Audio only
The Heart of Finance
Emotional intelligence for financial plannersBy James Woodfall, Cliff LansleyNarrated by James WoodfallLength3h 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
2Introduction
3Chapter One - Hearts, Minds And Money
4Chapter Two - The Client Journey
5Chapter Three - Preparing For Action
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6Chapter Four - Initial Meeting
7Chapter Five - Planning Meeting
8Chapter Six - Implementation Meeting
9Chapter Seven - Difficult Conversations
10Chapter Eight - Ongoing Service Work
11Conclusion
12Closing Credits
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