Emotional Finance:
Soft Skills.
Stronger Relationships.
Better Business.
WELCOME TO EMOTIONAL FINANCE
For Financial Professionals
You want to…
Build deeper and more trusted relationships with your clients and colleagues?
Turn prospects into loyal clients?
Raise retention and referral rates?
Improve engagement and client follow through on recommendations?
Protect your firm from the threat of robo-advice and AI solutions?
Boost staff morale and enhance workplace culture?
For Private Clients
You want to…
Find clarity and empowerment around your finances?
Develop and enhance your financial knowledge and skills?
Get on top of your budgeting and money management?
Stop feeling anxious, overwhelmed or guilty about money?
Address financial issues with your partner and/or family?
ABOUT EMMA BOARDWELL
Emma Boardwell is a highly regarded psychotherapist, qualified financial advisor and certified financial coach.
She works as a consultant, trainer and mentor to financial professionals and as a financial coach to private clients.
“I founded Emotional Finance to support and advocate for the repositioning of trusted relationships and benevolence at the heart of financial services” — Emma
“Emma is like a breath of fresh air to the financial advice world. She uniquely blends her experience from psychotherapy to fill the gaping hole in soft skills training.”
— Claire, Financial Advisor and Coach
WHAT IS EMOTIONAL FINANCE?
Emma builds bridges between her expertise in the skills, insights and practices of psychotherapy and the work of developing deeper, longer lasting and more trusted relationships in financial services.
Her expertise and instinctive ability to see the bigger picture along with the detail, combined with her warmth and empathy, makes her an ideal ally for financial professionals and private coaching clients alike.
“Trust is the hidden variable that affects everything”
— Stephen Covey