Tune in to hear:

• We frequently hear the term “emotional intelligence” thrown around pretty loosely, but what is a deeper dive into its definition?

• Does Dr. McCarthy see people frequently using emotional intelligence towards Machiavellian ends or is this quite uncommon in her experience?

• Why is EQ so important for leaders and individuals more broadly and why is it extra important in the context of financial services?

• What did Dr. McCarthy focus on in her dissertation work and what were her findings around referrals and emotional intelligence?

• To what extent is emotional intelligence an inherent vs. a learned trait? What roles do nature and nurture play in EQ?

• How do the didactic and experiential combine to inform emotional intelligence?

• In the age of AI, what is the place of the human-first financial advisor?

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