The Heart of Finance Emotional intelligence for financial planners

‘The authors bring a stellar combination of world-­renowned experience in marrying two fields – financial planning and emotional intelligence – that creates an abundance of practical, science-based information that will greatly benefit wealth managers and their clients. 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. The Heart of Finance will help frontline financial advisers to read, understand and influence the emotions of their clients to build rapport and trust throughout the client journey towards win-win investment decisions. The book also offers practical tips and techniques that will help advisers recognise and manage their own emotions and wellbeing when things get tough. I highly recommend this book to anyone working in consultative, advisory or sales roles.’ San Francisco State University, and President, Humintell LLC