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Sam Oakes
Host of The Financial Planner Life Podcast. He supports leading national and global financial planning firms and is the Head of Creative for Hoxton wealth.
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Jul 30, 2024
• 1h 27min
Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes
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In this discussion, emotional intelligence experts James Woodfall and Sam Oakes explore the transformative power of EQ in financial planning. Woodfall, a former financial planner, reveals how EQ surpasses IQ in building strong client relationships. They delve into neuroplasticity and mindfulness, emphasizing personal growth and empathy's role in success. The conversation also touches on AI's potential to enhance client management through emotional insights, showcasing a future where emotional intelligence is integral in recruitment and training.
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