James Woodfall is a Chartered Fellow of the CISI and a former financial planner who sold his advice business in 2022. He is co-author of The Heart of Finance, integrating emotional intelligence with financial planning, and founder of Raise Your EI Ltd. James works with advisers, planners, and leaders to improve performance, client relationships, and communication through applied psychology. His work is underpinned by two master’s degrees, including an MSc in Psychology and an MSc in Communication and Behaviour Analysis.