Summary of The Emotionally Intelligent Financial Advisor

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The Emotionally Intelligent Financial Advisor book summary
Financial advisors who understand their clients' emotions – and their own – have an extra tool for making money.


6 Overall

9 Applicability

6 Innovation

4 Style


Psychologist Hendrie Weisinger has written an interesting short book that applies the fundamental concepts of emotional intelligence to the work of being a financial advisor, although some of the advice might apply to many other professional roles. The author avoids academic psychobabble, and presents ideas and techniques that financial advisors (and others) can adapt to their everyday work lives. Whether professionals can fundamentally alter their behavior simply by reading a book remains to be seen, but the author tries to put that goal in reach by presenting reasonable, sound ways to apply his advice. His terminology and counsel are engaging, though not novel. How much you learn probably depends on how committed you are to mastering your emotional reactions. Can you remain focused through difficult times? Do you deal well with irate clients? Do you respond productively to criticism? Are your interoffice relationships cordial and fruitful? Can you turn setbacks into comebacks? Do you stay motivated over the long haul? This book can help you answer those questions positively, so getAbstract recommends it highly to those financial advisors who are not already familiar with this level of motivational literature. Most likely, just reading it is a sign of emotional intelligence.

In this summary, you will learn

  • How to develop higher emotional intelligence
  • How to apply it to your work as a financial advisor
  • How to become more aware of destructive thought patterns and behaviors
  • How to manage your emotions and reactions
  • How to motivate yourself


Financial EQ
One morning on your way to work as a financial advisor you hear a news item on the radio that you know will set the equity markets quivering like a bowl of egg custard. Your cell phone is ringing even as you enter the office door. By the time you get your fifth frantic phone...
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About the Author

Psychologist Hendrie Weisinger, Ph.D., is a financial institution consultant and a frequently quoted expert on the use of emotional intelligence. He has taught at many business schools, including the University of Pennsylvania’s Wharton School, and is a frequent speaker for the Securities Industry Association and the Wharton-Securities Industry Institute.

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