B2B sales often focus on metrics, ROI calculations, and product features. But what if the key to closing more deals lies not in our logical arguments, but in our ability to understand and respond to emotions? In this episode of The B2B Revenue Executive Experience, host Cory Cotten-Potter is joined by James Woodfall, the Founder of Raise Your EI, to share why emotional intelligence is a competitive advantage for financial planners and salespeople alike.
B2B sales often focus on metrics, ROI calculations, and product features. But what if the key to closing more deals lies not in our logical arguments, but in our ability to understand and respond to emotions? In this episode of The B2B Revenue Executive Experience, host Cory Cotten-Potter is joined by James Woodfall, the Founder of Raise Your EI, to share why emotional intelligence is a competitive advantage for financial planners and salespeople alike.
What You'll Learn:
- How to establish meaningful rapport by finding authentic common ground
- Why emotional intelligence training requires a 6-month commitment to create lasting behavioral change
- The critical difference between emotional frames and logical frames in sales conversations
- How to read and interpret micro-expressions and behavioral baseline changes during client interactions
- Why emotional intelligence correlates directly with increased sales performance, client retention, and referrals
- The role AI will play in analyzing emotional cues while maintaining human empathy
James Woodfall is a former financial planner who now specializes in emotional intelligence (EI) and behavioral coaching within the financial services industry. He is the founder of
Raise Your EI, a company focused on providing science-based training in emotional intelligence to help financial professionals and firms improve communication, client relationships, and performance. In addition to training and consulting, James is an author; his book, co-authored with Cliff Lansley,
"The Heart of Finance," is a practical guide for finance professionals to develop emotional intelligence for building strong client relationships.
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