Supporting Clients in Vulnerable Circumstances: A Practical Relational Approach.

An in person day supported by EBI Portfolios.

We’re planning an in-person day of hands-on, experiential learning - a chance to practise the skills and approaches from the Emotional Finance model in a small, supportive group.

The focus is on working well with client vulnerability.

But the impact is wider than that.

These are the relational skills that strengthen all client conversations - helping advice land more clearly, relationships deepen, and trust hold under pressure

What we'll work on:

• Embedding vulnerability-aware practice into your advice process

• Understanding vulnerability in real client conversations

• Translating FCA expectations into observable, day-to-day behaviours

• Building trust, connection and collaboration as the foundation for working well with vulnerability

• Navigating difficult moments with confidence.

Small group. Practical. Applied.

This in-person day will be delivered in partnership with EBI Portfolios, subject to sufficient interest.

By completing the form below, you’ll be first to receive confirmed dates and full details.
There’s no commitment at this stage - registering interest simply helps us shape delivery.