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.
- David Matsumoto PhD, Professor, San Francisco State University, and President, Humintell LLC
Dive into the science of emotional intelligence, and learn how you can use human connection alongside your expertise to transform your client relationships.
Learn how to build and maintain trust while creating deeper, more meaningful connections with your clients. Discover practical strategies to navigate difficult conversations with professionalism.
Bring your questions along for James to answer live.
The Heart of Finance explores how emotional intelligence (EI) can transform the practice of financial planning. Drawing on psychology, neuroscience, and real-world adviser–client interactions, the book shows how understanding emotions — both the client’s and the adviser’s — leads to stronger trust, clearer communication, and better financial outcomes.
It blends academic insight with practical tools, offering advisers strategies to read emotional cues, handle difficult conversations, and support clients through life’s major financial and emotional transitions. At its core, the book positions finance not just as numbers and analysis, but as a deeply human service, where empathy and relationship skills are as critical as technical expertise.
Co-author of The Heart of Finance
James Woodfall is a Chartered Wealth Manager, Chartered Fellow of the CISI, and co‑founder of Raise Your EI Ltd. With over two decades’ experience in retail banking, financial planning, and business ownership — including successfully selling his own financial planning firm — he now specialises in coaching and training professional advisers. His work blends emotional intelligence, psychology, and practical business insight to help advisers deliver higher‑impact client relationships and achieve better outcomes.
Hosted by award-winning best-selling author, speaker, event facilitator, podcaster, content creator, educator and the founder of Be Inspired To Be®, Belinda O’Neill. Belinda is a vibrant member of our community and the much-loved host of our monthly webinar series, Meet The Author.
Event Coordinator
Specialising in membership and corporate fundraising events within the not-for-profit sector, Lydia is committed to creating engaging, inclusive experiences that deliver impactful learning for leadership communities.
Co-author of The Heart of Finance
James Woodfall is a Chartered Wealth Manager, Chartered Fellow of the CISI, and co‑founder of Raise Your EI Ltd. With over two decades’ experience in retail banking, financial planning, and business ownership — including successfully selling his own financial planning firm — he now specialises in coaching and training professional advisers. His work blends emotional intelligence, psychology, and practical business insight to help advisers deliver higher‑impact client relationships and achieve better outcomes.
Hosted by award-winning best-selling author, speaker, event facilitator, podcaster, content creator, educator and the founder of Be Inspired To Be®, Belinda O’Neill. Belinda is a vibrant member of our community and the much-loved host of our monthly webinar series, Meet The Author.
Event Coordinator
Specialising in membership and corporate fundraising events within the not-for-profit sector, Lydia is committed to creating engaging, inclusive experiences that deliver impactful learning for leadership communities.
