Emotional Intelligence series: Best practices and actionable tips

20 July 2026

This is the fourth and final instalment in our focus on Fidelity Adviser Solutions Emotional Intelligence series. Integrating emotional intelligence into your day-to-day work now, could help the client relationships you’ll be building as an adviser.

Over the last few weeks, Professional Paraplanner has published three articles introducing aspiring advisers to emotional intelligence:

A huge thank you to Fidelity for supporting our Future Adviser initiative and allowing us to signpost invaluable support.

In this fourth five-minute video, delivered once again by James Woodfall – Communication and Behaviour Specialist, he looks at implementing best practices across the three previously covered modules.

James says “It’s one thing understanding emotional intelligence. However, the real value lies in making it second nature.”

By tuning into this video, you’ll attain small wins, that can help you significantly develop your communication and improve your client interactions.

To learn more, watch the full video and access other resources, head here: Enhancing client relationships

Main image: best practices, kelly-sikkema-jr61kHaWKek-unsplash

Professional Paraplanner