Photo of Emma Boardwell founder of Emotional Finances, smiling in a floral shirt

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.

  • "The work with Emma has completely changed how I would approach and think about an initial discovery meeting with a client. She provided a different perspective as to how clients may feel in these meetings, and importantly she was able to suggest ways in which I could adapt my approach to help to understand more about the client, and how to reframe questions that I previously used to ask"

    David, Financial Planner

  • “Emma brought a calm, focused presence to each session, ensuring our time was used efficiently while still giving me the space to reflect and explore. Whether it’s identifying unseen barriers or leveraging hidden strengths, Emma helps you see what’s been there all along but might have gone unrecognised. Sometimes, it takes stepping back and working with an expert like Emma to truly see and address what’s beneath the surface."

    Ryan, Financial Planner

  • "Emma’s workshop made me revisit and review my own values and authenticity in my interactions with different people. Thought provoking content, delivered in a lovely natural and authentic way!"

    — Dina, Financial Professional

  • “Emma was great at getting me to think about how, and importantly why I was doing things. She would then provide the space for me to explain these thoughts, and we could then spend time working through to a solution that was practical and could be implemented with clients. All of this helps to improve me and the work that I do, and ultimately makes the job more rewarding and adds value to the clients I deal with”

    David, Financial Planner

  • "Structured, clear and thought-provoking. A great session which will have a lasting impact."

    — Claire, Financial Professional

  • "I really enjoyed the session and Emma was confident and engaging."

    — Patrick, Financial Professional

  • "Emma brings a unique way of thinking to her work due to her background as a therapist and the workshop was an excellent example of that. An enjoyable workshop."

    — Warren, Financial Professional

  • "Emma’s workshop was inspiring and genuinely impactful. Her interactive style, combined with an at-ease and encouraging approach, created a comfortable space for self reflection. I left the session with practical insights for my work which help me connect more genuinely with my clients."

    — Claire, Financial Professional

EMOTIONAL FINANCE CAN HELP YOU AS A…

  • 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.

  • 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.

  • 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.

  • HR/Learning and Development Professional

    You are looking for specialised expertise in soft skills training and mentoring to improve staff competencies and workplace culture.

  • 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.

  • Conference and Event Organiser

    You are looking for an insightful new angle and a ‘breath of fresh air’ at your conference or event.

GET IN TOUCH

“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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    One to One: Professional Development Support

    Working collaboratively to help you achieve your professional growth and goals.

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    ‘Client Ready’

    A comprehensive and ‘hands on’ soft skills programme for trainee and early career financial professionals. Open Group or In House options.

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    ‘Client Alchemy’

    An experiential programme for experienced financial professionals to cultivate their relational intelligence for impact on client onboarding, engagement, retention and referral.

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    Bespoke Training Programmes

    Designed around your priorities and objectives.

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    Consultancy Projects

    Relational and soft skills consultancy to combine relational intelligence with commercial success to benefit all.

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    Panels/ Podcasts/ Speaking

    I love to chat about all things relational and financial.

GET IN TOUCH