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 trust and develop deeper and longer lasting relationships with your clients, get in touch to find out more.

  • "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

  • "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 presentation 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 advisor looking to build more trusted, deeper and long lasting connections 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 that 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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    Mentoring and Professional Development

    Working collaboratively to help you achieve your professional growth and goals. Either on a 1:1 or small group basis.

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    Workshops

    A range of ‘tried and tested’ workshops or tailored to your organisation’s requirements.

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    Training Programmes

    Delivered by Emma in person or remotely.

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    Bespoke Training Programmes

    Designed around your priorities and objectives.

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    Talks and Speaking Engagements

    Hire me for your next keynote.

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    Panels and Podcasts

    I love to chat about all things emotional and financial.

GET IN TOUCH