In this week’s episode of IFA Talk, IFA Magazine’s weekly podcast, we’re diving into retirement planning with a difference, looking at both the psychology of it and the financial aspects.
Supporting clients with retirement planning is a key area of every financial adviser’s business, but the best advisers go a step further. Joining us to explore this topic is James Woodfall, a former financial adviser who has done some interesting work on retirement psychology.
Together, we discuss James’ recent research into retirement psychology, what advisers are doing to help their clients transition to retirement successfully, and what advisers should consider doing more of, to help their clients thrive in their retirement.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
James Woodfall
James Woodfall, founder of Raise Your EI, is a highly experienced former financial planner who now advises financial services and firms on how they can leverage emotional intelligence (EI) to improve individual performance.
After 15 years of experience in financial planning, James recognised the need for high-quality, science-based training in emotional intelligence to help firms and planners in the financial services succeed in an increasingly complex industry.
In October 2023, he launched Raise Your EI, the premier platform offering expert training and coaching designed to teach advisers new ways to interact with clients and colleagues.
With his background as a client-facing adviser and former owner of a financial services business, James possesses a wealth of hands-on experience. Coupled with an MSc in Psychology and an MSc in Communication, Behaviour, and Credibility Analysis, James understands exactly how financial services professionals and firms think and how they can use EI to support better team communication and overall growth.
James is also the author of two best-selling books, Financial Planning for Entrepreneurs and The Heart of Finance.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and any necessary legal advice should be sought before acting on any information contained in this podcast.
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