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As Tech Automates, Deep Emotional Awareness Is Your Secret Weapon — Insights from Jason Butler (S2, E3)
Manage episode 497436432 series 3607974
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Join host Ryan Venner and guest Jason Butler, leading expert in financial wellbeing, as they tackle the rising importance of emotional intelligence (EQ) in financial services. With technology taking over routine tasks, Jason explains why cultivating emotional capacity and engaging in deeper conversations is now a critical competitive advantage for financial advisers.
🔍 What You’ll Learn:
- How automation in advisory roles highlights the need for emotional depth
- Why emotional intelligence strengthens client trust and engagement
- Practical strategies to enhance emotional capacity in your day-to-day work
- The value of rich, client-focused conversations in driving satisfaction and retention
📌 Who Should Watch:
- Financial advisers adapting to technology-driven workflows
- Practice leaders looking to differentiate through empathetic service
- Anyone interested in the intersection of tech and emotion in finance
⏱️ Timestamps:
0:00 – Introduction
03:53 — Building a client-centric approach
07:31 — The challenges of entrepreneurship
10:30 — Innovating in financial services
15:18 — The importance of emotional intelligence
20:15 — Finding purpose and connection in finance
24:11 — The importance of training and delegation
25:16 — Overcoming adversity and building self-awareness
26:36 — Harnessing personal strengths
28:35 — The value of attitude over skills
31:04 — The role of technology in financial services
34:30 — Navigating client relationships and expectations
38:45 — Niche Specialisation in financial advisory
45:35 — Outro
✅ Subscribe to Talk FS for more episodes on mindset, leadership, and innovation in financial advice.
👍 If you’ve seen the impact of EQ in your practice, comment below: “How are you deepening emotional connection with your clients?”
🔗 Related Resources: Visit Premier Jobs UK for career tools and adviser support: https://www.premierjobsuk.com/contact...
Prefer to listen? you can listen to our podcast here:
Check out Jason Butler: https://www.jason-butler.com/ #TalkFS
#JasonButler #EmotionalIntelligence #FinancialAdvice #Automation #ClientEngagement
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