Podcast #144: Emotional Intelligence and adviser success: Practical tips from a former adviser, with James Woodfall

IFA Talk

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7d ago 17:35

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In this week’s episode of IFA Talk, Matt and Sue are exploring a skill that every great financial adviser needs, but that doesn’t often get talked about enough: emotional intelligence.

Often labelled a ‘soft skill’, emotional intelligence (EI) is anything but soft when it comes to its impact on adviser success. It can be the difference between being a good adviser and a great one.

Joining us for this cracker of a conversation is James Woodfall, a former financial planner and founder of Raise Your EI. James has been doing some fascinating work on how emotional intelligence influences adviser performance, client relationships, and business outcomes.

Together, they explore:

How emotional intelligence gives advisers a competitive edge in today’s market

Ways to apply EI to support clients through uncertainty and change

Why developing EI is crucial for handling difficult conversations and reading client cues effectively

As Matt puts it: “It’s one of those skills that underpins everything advisers do. Building trust and rapport, establishing long term relationships, EI is at the heart of great advice.”

Whether you’re leading client conversations, mentoring junior colleagues, or steering your business through volatile markets, this episode offers practical insight into the human side of financial advice.

Listen now to hear how you can raise your own EI and strengthen the relationships that drive long-term success.

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