For Financial Professionals
If you are a financial professional or a financial services organisation wanting to build soft skills and cultivate relational intelligence to improve metrics around engagement, onboarding, retention and referral, please do get in touch.
EMOTIONAL FINANCE CAN HELP YOU AS A…
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Trainee/Early Stage Professional
You’ve learned all the technical stuff but are looking for support to develop your emotional and relational skills, feel more confident and build an engaged client bank.
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Mid stage Professional
You are an established adviser looking to build more trusted, deeper and more allied relationships with your clients for retention and referral.
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Later stage Professional
You are beginning to think about exit and want to ensure you retain client and colleague goodwill and continued engagement during the transition.
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HR/Learning and Development Professional
You are looking for specialised expertise in soft skills training and mentoring to improve staff competencies and workplace culture.
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Business Owner
You are looking for a trusted expert to provide consulting services and support to enhance client engagement, retention, and referrals while also strengthening workplace culture and reducing staff turnover.
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Conference and Event Organiser
You are looking for an insightful new angle and a ‘breath of fresh air’ at your conference or event.

“Profit isn’t a purpose, it’s a result. To have purpose means the things we do are of real value to others.”
— Simon Sinek
SERVICES
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Relational Clinics and One to One Sessions
Time and space to bring any client or relational challenges, and access practical, impactful and immediate mentoring and troubleshooting support.
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A comprehensive and ‘hands on’ soft skills programme for trainee and early career financial professionals. Open Group or In House options with flexible delivery formats.
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An more advanced programme for experienced financial professionals to cultivate their soft skills and relational intelligence for commercial impact and better business outcomes.
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Tailored Workshops
Highly interactive, practical and experiential sessions, focussed on real world client relationships and scenarios.
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Consultancy Projects
Bespoke consultancy, working with leadership teams to design tailored solutions for the unique needs of your business.
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Panels/ Podcasts/ Speaking Engagements
I love to chat about all things relational and financial.