A guide for financial professionals who want to work with humans, not just numbers.

Really enjoyed recording this podcast with Chris.

You can listen to it here:

Spotify - https://lnkd.in/eY6Wx--7

Apple - https://lnkd.in/ezM8vxmS

What a joy - and what a milestone.

I’m absolutely delighted to share that Emotional Finance has been named a finalist for Best Specialist Support Service at the Professional Adviser Awards 2026.

In this instalment of An Adviser Asks, an adviser writes in about a client who constantly oversteps — late-night messages, weekend texts, last-minute cancellations and relentless questioning. He’s drained, fed up, and wondering if he should simply sack them.

It was such a privilege to be invited to speak at the Women in Platforms virtual meeting this week…

As part of the panel discussing building trusted client relationships, we explored the difference between rapport and trust, how to have confident and transparent conversations about fees and value, and what genuine, high-quality service that leads to referrals really looks like.

In this An Adviser Asks, an adviser writes in about clients who’ve talked for six years about inheriting a son - but never change their wills. He feels like he is constantly nagging and wonders if he should just drop it or perhaps disengage them.

Loved this conversation with ‘Dr. Tom’ about ‘How to have love and money’. And who doesn’t love a Larry David reference!

Delighted to have been awarded the Verve ‘Rising Star of the Year’ Award 2025 amongst some tough competition.

In this An Adviser Asks, Emma responds to a self-employed adviser who takes rejections to heart, exploring how separating rational from emotional responses, and reframing first meetings as collaborative discovery, can turn those moments into something far less personal and far more constructive.

An early career adviser writes in to An Adviser Asks after freezing during a client meeting when the conversation turned emotional. They are worrying if they’ll ever be a successful adviser if they respond like that.

An early career adviser writes in to An Adviser Asks after being told they’re falling short on identifying vulnerability in client meetings. They care deeply about their work and feel confident in their listening skills — so why aren’t they spotting what others seem to?

A financial adviser writes in to An Adviser Asks after the terminal diagnosis of a long-standing client prompts some honest reflection. Despite working with the couple for over twenty years, he realises he’s never built much of a relationship with the client’s wife, Lucy—and now worries she may walk away after her husband’s death, taking their children with her.

A financial adviser writes in to ‘An Adviser Asks’ looking for advice on what to do about ‘flaky’ clients. The adviser feels that clients are on board in the room, but don’t follow through with action. As a result, he adviser feels worried about the pressure from above to convert clients, and is noticing the affect this is having on their management style.

A financial adviser and business owner writes in to ‘An Adviser Asks’ looking for advice on what to do about a high-value client who is dismissive and rude to his team. The adviser feels torn between preserving the client relationship and supporting his staff. 

Your Financial Planning Maestro Podcast:

Practical tips to improve your client interactions - Speaking with Emma Boardwell, Emotional Finance.