The Emotional Finance A–Z: A Human-Centred Guide for Financial Advisers

I’m starting the New Year by sharing a new resource that I hope you’ll find useful.

26 short entries on the relational skills and emotional literacy that help technical advice actually land.

I’ve written it for financial professionals who know that great advice requires more than technical brilliance - it also requires the ability to connect, to listen well, and to stay present when conversations get difficult.

Human-centric advice moves beyond behavioural finance approaches and emphasises the importance of relational and emotional intelligence.

This A-Z guide is the 26-key code that unlocks a professional's ability to turn data into empathy, and is as important for financial advisers as it's important for kids learning the alphabet to unlock the world.

— Dr. Tom Mathar, Head of Money:Mindshift at Aegon

I absolutely love this A-Z. It has got me thinking about my own practice with clients, the things I could work on to be more effective and the best version of me for my clients. I believe we are never the finished article, there is always room for improvement and that’s where Emma’s expertise comes in!

— Carly Dunningham, Director of Financial Planning at Verso Wealth; Chair of the CISI Financial Planning Forum Committee.

Emma's psychotherapy background delivers something rare: a guide that's both deeply insightful and immediately practical. Essential reading for advisers serious about understanding the human side of financial decisions.

— Mike LeGassick. Behavioural Investment Coach and Author