The Skillset Behind Trusted Advisers
Clients won’t always say what they mean.
But their behaviour tells you everything if you know how to read it.
In moments of stress, hesitation or doubt, most advisers double down on facts.
The best do something else entirely:
They notice the emotional shift.
They recognise what’s behind it.
And they respond in a way that steadies the conversation and moves it forward.
This is a skill.
A trained ability to read behaviour in real time and adapt with confidence.
While others stumble through tricky conversations, you’ll know how to pause, pivot, and earn trust at the precise moment it matters.
Clients won’t remember what you said.
They’ll remember how they felt:
Seen. Understood. Certain they want you in their corner.
The Skills Behind Influence, Trust and Behavioural Advice
Through this live program, you will develop the ability to:
✅ Recognise emotions in real time
Learn how to decode what's really driving a client's hesitation, resistance or overconfidence.
✅ Respond under pressure
Develop the skills to manage and adapt to earn trust even in difficult conversations.
✅ Read the room
Master the art of spotting micro-behaviours, non-verbal cues and emotions before they derail conversations.
✅ Calibrate your own emotions
Ensure you stay composed, curious and in control, especially in high-stakes situations.
✅ Design emotionally intelligent advice journeys
From first meeting to implementation, built to increase client buy-in and trust.
✅ Adapt your communication style
Whether leading your team or meeting a client, you can match their emotional state and behavioural patterns without losing authenticity.
✅ Lead conversations that influence decisions
Become more influential, not by persuading harder, but by connecting deeper.
Hear what previous participant are saying
Discover how our course is transforming the work you do. In this video, real students share their honest experiences.
Course schedule & structure
You’ll join a small group of committed advisers across four deep-dive Zoom sessions.
Each session blends diagnostics, group insight, and live behavioural coaching, so you don’t just learn the concepts, you use them.
Session Format:
- Four live Zoom sessions
- Every two weeks
- 13:30 – 17:30 GMT (08:30 AM – 12:30 PM Eastern Time)
- Max 12 participants per cohort
📅 Session Dates & Themes:
✔ Session 1 – Sept 10, 2025: The Behaviour Behind the Emotion
Foundations of emotions and emotional intelligence.
✔ Session 2 – Sept 24, 2025: The Adviser as Instrument
Self-awareness, personal triggers, and how your mindset affects the room.
✔ Session 3 – Oct 8, 2025: Relational Dynamics & the Client Journey
Social awareness, empathy levels, and behavioural shifts across the advice cycle.
✔ Session 4 – Oct 22, 2025: Live-Wire Conversations & Real-World Application
Difficult conversations, emotional pattern-matching, and behavioural strategy in action.
🎯 1:1 Integration Sessions with James:
After the final session, you’ll have two private coaching sessions to unpack what you've learned, apply it to your practice, and create a development plan.
For Advisers Who Refuse to Be Average
This course is built for financial planners, wealth advisers, and professionals who want more than just technical competence.
You want to:
- Navigate emotionally charged conversations without flinching
- Understand what clients aren’t saying, and why it matters
- Build trust without “trying”
- Be the adviser clients instinctively turn to in moments of uncertainty
If you’re ready to upgrade your behavioural advisory skills to go beyond competence and into mastery, this is your space.
Your presenter
I'm James Woodfall, your guide to mastering emotional intelligence in financial planning. My journey blends 15 years in financial services with an understanding of behaviour analysis and emotional intelligence. Driven by a passion for applying psychological insights, I created Raise Your EI to transform the professional skills of those in finance and leadership. As a Chartered Wealth Manager and the former owner of a successful financial planning business, I have firsthand knowledge of how understanding emotions can fuel business growth and client relationships.
As an educator and practitioner, I am deeply invested in imparting actionable, science-backed techniques that combine emotional intelligence with financial expertise. By revealing the subtleties of nonverbal cues, I aim to unravel the complexities of behaviour. I will elevate your professional toolkit, empowering you to connect, lead, and succeed with emotional intelligence at the forefront.
Your co-presenter
Dr Cliff Lansley is an entrepreneur and expert in emotional intelligence and behaviour analysis. He has worked with clients across the globe and in many sectors - including the military, intelligence, law enforcement and business - helping them to read, understand and influence others when it matters.
Frequently Asked Questions (FAQs)
Q1: What exactly will I walk away with from this course?
A: You’ll leave with a behavioural toolkit. You’ll know how to read client emotions in real time, respond with authority under pressure, and guide conversations that deepen trust, even in complex or emotionally charged situations.
Q2: Is this just another communication course?
A: Not at all. This isn’t about being more articulate, it’s about being more aware. You’ll learn to read the room, recognise emotional shifts, and lead difficult conversations with calm precision. You'll become a more effective communicator as a result
Q3: How is this course structured?
A: The program consists of four bi-weekly live, online sessions, each lasting four hours. Sessions include self-assessments, interactive discussions, and practical exercises. Additionally, two one-on-one coaching sessions are provided post-course to reinforce learning and address individual challenges.
Q4: What if I can't attend a live session?
A: While live participation is encouraged for optimal interaction, all sessions will be recorded. Participants will have access to these recordings to review or catch up on missed content.
Q5: Is this course suitable for someone new to financial planning?
A: Absolutely. The course is designed for both newcomers and seasoned professionals. It provides foundational knowledge of Emotional Intelligence and its application in financial planning, benefiting individuals at any career stage.
Q6: What kind of results can I expect with clients?
A: Our past participants report greater trust, fewer misunderstandings, and more decisive client action. You’ll be seen as the adviser who brings clarity when others bring complexity. Clients may not be able to explain it, but they’ll feel the difference.
Q7: What technology do I need to participate in this course?
A: A reliable internet connection and a device capable of running Zoom are essential. A webcam and microphone are recommended for full participation in interactive components.
Q8: Can Emotional Intelligence really be trained?
A: Absolutely. You’ll learn proven frameworks to sharpen self-awareness, regulate responses, and connect more deeply. It’s less about “being nice” and more about knowing what to say, when, and how.
Q9: Do I need any technical setup?
A: Just a stable internet connection and a device that runs Zoom. A webcam and mic are recommended to get the most out of the interactive elements