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
Mostrar todos os capítulosVer menos
6Chapter Four - Initial Meeting
7Chapter Five - Planning Meeting
8Chapter Six - Implementation Meeting
9Chapter Seven - Difficult Conversations
10Chapter Eight - Ongoing Service Work
11Conclusion
12Closing Credits
Never Split the DifferenceChris Voss, Tahl Raz8h 7m4.4 (277.7K)$26 · $0.00
The Intelligent Investor Rev Ed.Benjamin Graham17h 48m4.3 (191.5K)$40 · $0.00
The Hard Thing About Hard ThingsBen Horowitz7h 57m4.2 (134.3K)$26 · $0.00
Boundaries for LeadersHenry Cloud7h 36m4.3 (3.6K)$26 · $0.00
The Secret Door to SuccessFlorence Scovel Shinn2h 25m4.5 (2.1K)$1.20 · $0.00
This Is Going to HurtAdam Kay5h 47m4.4 (444.7K)$24 · $0.00
Big TrustShadé Zahrai, Fayçal Sekkouah8h 36m4.6 (406)$26 · $0.00
The Intelligent Investor Third EditionBenjamin Graham, Jason Zweig20h4.4 (156.6K)$46 · $0.00
Bottle of LiesKatherine Eban14h 25m4.4 (12K)$33 · $0.00
The Antiracist Business BookTrudi Lebrón6h 10m4.6 (275)$17 · $0.00
The FormulaJoshua Robinson, Jonathan Clegg10h 41m4.4 (6.9K)$29 · $0.00
Let Them LeadJohn U. Bacon7h 10m4.5 (1.4K)$24 · $0.00
Secrets of the Millionaire MindT. Harv Eker5h 11m4.4 (301.4K)$24 · $0.00
The Person You Mean to BeDolly Chugh9h 6m4.4 (7.2K)$29 · $0.00
BoundlessNick Kostov, Sean McLain9h 17m4.5 (1.1K)$29 · $0.00
Everyday DharmaSuneel Gupta5h 2m4.5 (761)$20 · $0.00
Let's Talk Mutual FundsMonika Halan7h 5m4.4 (2.4K)$16 · $0.00
Secret PowerDwight Lyman Moody3h 7m4.4 (1.4K)$1.20 · $0.00
The Law of Success in Sixteen LessonsNapoleon Hill2h 39m4.4 (17.2K)$2 · $0.00
Barbarians at the GateBryan Burrough, John Helyar3h 3m4.4 (52.7K)$18 · $0.00
You may also like
Pitch PerfectBill McGowan7h 52m4.0 (2.6K)$26 · $0.00
It's Okay to Be the BossBruce Tulgan5h 19m3.9 (2K)$24 · $0.00
The Things You Can See Only When You Slow DownHaemin Sunim2h 51m4.2 (56.4K)$15
Now You KnowRyan Chamberlin2h 42m4.2 (782)$20
The NaturalRichard La Ruina5h 34m4.0 (1.2K)$24 · $0.00
Breaking AddictionLance M. Dodes5h 53m4.1 (625)$24 · $0.00
The Way of PeaceJames Allen2h4.2 (2.8K)$1.20 · $0.00
The 7 Habits of Highly Effective PeopleStephen R. Covey43m4.2 (934.8K)$4.99
How To Win Friends And Influence PeopleDale Carnegie9h 59m4.2 (1.4M)$1 · $0.00
Learned ExcellenceEric Potterat, Alan Eagle6h 30m4.2 (375)$7 · $0.00
Online Dating For SeniorsKathey J.Crisler1h 47m$2.30
Procrastination: A Simple Guide to Mastering Difficult Tasks and Breaking the Procrastination Habit (A Proven Blueprint to Break Bad Habits, Build Discipline, and Unlock Your Full Potential)John Crowe1h 41m$3.40 · $0.00
The Resilient FounderSloane Whitford5h 29m$10 · $0.00
Step I Master of ConcentrationFalco Wisskirchen30m$18 · $0.00
Be Rich - the 90 Day Subliminal ChallengeMiss Smilla33m$2 · $0.00
The Center of Your LifeDanniel Silva3h 31m$1.80 · $0.00
MAKE MORE MONEYZhang Xingmeng2h 33m$11.50 · $0.00
Crushing the Job InterviewTrevor AdesAnyA1h 17m$9 · $0.00
Meditation Without the BSVincent OkOnjO9h 44m$9
How to Create a Commanding PresenceMade for Success57m3.9 (20)$5