Talk FS

As Tech Automates, Deep Emotional Awareness Is Your Secret Weapon — Insights from Jason Butler (S2, E3)

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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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