Soft Skills. Stronger Relationships. Better Business.
At Emotional Finance we translate and apply the skills, insights and practices of psychotherapy to help financial professionals and firms notice more, understand more and do more within their client relationships.
The result? Trusted, connected and collaborative client relationships that make all the difference to client onboarding and engagement, outcomes, retention and referrals.
Consultancy, training and mentoring to foster trust and relational intelligence in financial services.
What we offer:
-

The Emotional Finance Programme
A practical, transformative training in soft skills and relational intelligence that most qualifications overlook - but that makes all the difference.
-

The Emotional Finance Collective
A facilitated, confidential space for financial professionals to keep developing the human side of their practice through monthly live sessions.
-

Tailored Support and Consultancy
Relational consultancy, client meeting reviews, 1:1 work, facilitation and workshops and more - designed with you, not just for you.
A warm welcome from Emma
Founder of Emotional Finance
Trusted by:
I’m Emma Boardwell, Founder of Emotional Finance
I’m a psychotherapist by training - and also a DipFA qualified and Wise Monkey certified financial coach.
Before founding Emotional Finance, I spent years working as a therapist, trainer, and facilitator, helping people navigate change, understand themselves, and build stronger relationships.
Now I bring that experience into financial services; occupying a sweet spot where I translate the skills, insights and practices of psychotherapy to help financial professionals and firms notice more, understand more and do more with the human side of advice.
I help advisers and firms develop the emotional and relational skills that build trust, loyalty, and meaningful connection - the kind that ensure better client outcomes and commercial success.
This isn’t about box ticking, surface level communication skills or learning scripts. And it’s not woo woo either. But it does feel different.
“Working with Emma is like putting on a new lens. She challenges assumptions, fosters empathy, and equips advisers with the tools to have more meaningful conversations… conversations that lead to better outcomes and stronger client relationships.
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, Host of The Humans v Retirement Podcast
What do we mean when we say, ‘soft skills’?
At Emotional Finance, we use the term soft skills because it’s familiar — but let’s be clear: soft doesn’t mean easy. And soft skills aren’t ‘less than’.
We see softness as strength. In client work, that means flexibility over defensiveness, curiosity over assumption, and presence over avoidance - the qualities that build trust and connection and lead to better outcomes
As Brené Brown says: “If you want to call these soft skills after you’ve tried putting them into practice — go for it. I dare you.”
What people say…
PROFESSIONAL MEMBERSHIPS