Testimonials:

What do people say about the Emotional Finance Programme?

  • "We’ve already seen a meaningful uplift in the quality of our advisers' client interactions, with a more collaborative and thoughtful approach that builds trust and understanding"

  • "I can honestly say it has been one of the most beneficial learning experiences of my training so far"

  • "Emma has a brilliant way of making the complex feel accessible and creating an environment where you can learn without pressure"

  • "Throughout the course, I grew in confidence and was encouraged to explore different communication styles, all while staying true to my authentic self. The impact was immediate"

  • "The impact has been nothing short of profound. We’ve seen a shift in communication style and client interactions, more empathy, more curiosity and more powerful planning conversations"

  • "A much bigger impact than I had expected. I feel like what we’ve explored will really help me grow as a financial adviser when I qualify"

Keynotes, Webinars, Podcasts and Panels:

The feedback from advisers after the webinar was overwhelmingly positive. Several commented on how powerful and refreshing the session was, and highlighted specific ideas and tools they plan to incorporate into how they prepare for and conduct client meetings in the future.

Debbie Holmes, EBI Portfolios

Emma delivered the opening keynote at our recent advisers’ event. She brings a refreshing perspective to adviser-client relationships and delivers it in a way that is engaging, practical and immediately useful. If you’re looking to help advisers deepen client trust and strengthen their conversations, Emma’s sessions are incredibly valuable.

Leanne Williams, Financial Solutions

Emma was a recent guest on our podcast. She is a great person to have a conversation with. Thoughtful, engaging and very good at making complex ideas feel simple and relevant. If you’re looking for someone who can help advisers think differently about the role they play in clients’ lives, Emma is a brilliant guest to bring into the room.

Helena Bogdanovski, Foster Denovo

Emma’s work is changing the game in financial planning. If you’re serious about becoming a more emotionally aware and human-centred professional, I can’t recommend her highly enough.

Dan Haylett, TFP Financial Planning and Host of Humans v Retirement Podcast

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Other lovely things people have said:

  • Emma has an exceptional ability to connect the dots between the emotional drivers behind financial decisions and the human behaviours that shape them.

    — Laura Barnes, Nucleus

  • What truly sets Emma apart is her remarkable ability to deliver feedback, even on complex or challenging aspects, in a way that is not only positive but deeply constructive

    — Lisa, IFA

  • For firms committed to embedding Consumer Duty in a way that raises standards and builds genuine client trust, Emma is the ideal partner.

    — Dr Tom Mathar, Aegon.

  • Emma's on a mission to change the way we approach financial service conversations and generally improve trust in the industry. Her own personable approach makes her a warming and engaging individual to work with.

    — Amanda Ford, Financial Planning Club

  • Emma is EXACTLY what the financial advice profession needs. I’ve found myself feeling so excited about the future for advisers entering the profession, knowing there is quality training out there in the areas that are so desperately needed.

    Hayley Rabbets, Calton Evergreen

  • Emma is truly unique person with unique insights which are valuable to anyone, paraplanner or financial planner, who has direct client contact on a day-to-day basis.

    Jacqueline Lockie, Lockie Consultants

  • If you're working in financial services and care about building genuine client relationships, you need to know about Emma and the work she’s doing at Emotional Finance.

    Sally Pham, Ascot Lloyd

  • Emma brings such a gentle and empathetic approach to her teaching that she makes you feel instantly safe.

    Sophie Smith, Joyful Wealth

  • Emma brings clarity to questions I’ve asked myself for years, and she does it with real expertise, care, and insight

    David Nelson, Own Your Own Future Financial Planning

  • Working with Emma helped me step into the next phase of my business with focus and courage - and gave me a better understanding of both my challenges and my strengths

    Rosie Mowat, Rosebud Financial Coaching