Client Alchemy is advanced relational skills training for experienced professionals—and for firms that want stand out advisers.

Client Alchemy is for experienced financial professionals ready to go beyond technical competence and into deeper, more transformative client work—driving conversion, engagement, loyalty, and referrals.

Welcome to
Client Alchemy

What’s included?

Client Alchemy draws on the Emotional Finance framework to help experienced professionals work with the real, human dynamics that shape advice.

This isn’t about polishing performance - it’s about deepening presence, working with nuance, and transforming the way professionals relate to clients, themselves, and their practice.


Participants loop between lived experience and structured reflection—bringing real client moments into the room, and walking away with insight that’s immediately usable.

1:1 Pre-Programme Call
A 30-minute conversation to understand the professional's experience, context, and current client challenges.

4 x Live Half-Day Group Sessions
Intimate, practitioner-level workshops grounded in real relational dynamics—where teaching, live work, and shared insight unfold together.

4 x Group Integration & Case Reflection Calls
1.5-hour sessions to explore real client cases, test new approaches, and embed learning between modules.

1:1 Post-Programme Coaching Call
A final hour to reflect on what’s shifted, name what’s still emerging, and explore next steps in practice.

Self-Directed Peer Practice
Optional groups for collaborative learning and ongoing skill-building between sessions.

Digital Badge Upon Completion
Recognition of the depth and rigour involved in becoming a more relational, human-centred adviser.

Formative Progress Report
A tailored summary of each participant’s strengths, growth areas, and recommendations for continued development.

Expert-led.
Practitioner-informed.
Designed for depth.

In-house versions of Client Alchemy can be tailored to your firm’s needs—timing, format, and group structure are all adaptable.

This is where the deeper work begins.

Participants will learn and practice how to:

  • Emotional Finance mark design

    Deepening trust and loyalty

  • Emotional Finance mark design

    The skilled use of transparency

  • Emotional Finance mark design

    Advanced listening and dialogue

  • Emotional Finance mark design

    Working with client resistance and ambivalence

  • Emotional Finance mark design

    Relational presence under pressure 

  • Emotional Finance mark design

    Navigating the emotional undercurrents of money 

  • Tuning into what isn’t being said out loud

  • The art of the co-created conversation 

  • Relational risk and professional courage 

What people say

  • "If you’re a financial professional who wants to go beyond numbers and truly connect with clients, you need Emma in your world...


    Emma is a pioneer in helping advisers and planners understand the emotional side of money, both their clients’ and their own.

    Through her work at Emotional Finance, she brings insight, clarity, and a refreshing depth to the financial advice profession. She helps professionals move beyond facts and figures, and into the stories, beliefs, and behaviours that really drive financial decisions.”

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

  • "Emma is EXACTLY what the financial advice profession needs...


    From the day I met her, she’s done nothing but bring brilliant ideas to me and 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.

    Not only that, but she is knowledgeable, warm, kind and funny… all qualities she brings with her in her sessions which make for a truly unique experience. Emma has delivered several sessions for our organisation and each time we’ve had such positive feedback. I couldn’t recommend her more highly.”

    - Hayley Rabbets, Head of The Verve Foundation 

  • "Emma is exceptionally positioned to help financial advisers in specific and financial firms in general meet Consumer Duty requirements in a way that is both fully compliant and deeply meaningful...

    Her unique blend of psychotherapy expertise and financial services insight brings a fresh, human-centered perspective to the profession.

    Emma understands vulnerability as a relational, dynamic, and deeply human aspect, not just a compliance checkbox.

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

    - Thomas Mathar, Centre for Behavioural Research (Aegon UK)

  • "Emma created a space that felt safe, focused, and deeply insightful...


    I participated in a personal and professional development group facilitated by Emma in 2024 with an open mind —curious, but not necessarily expecting major change. However, the opportunity was transformational.

    Her facilitation helped me cut through the noise, uncover blocks I was barely aware of and gain the clarity I needed to move forward in my business with confidence.”


    - Rosie Mowat, Rosebud Financial Coaching 

Upcoming dates

Dates for September cohort

Live Training

Tuesdays 1-5pm GMT
(Tuesdays 9-1pm EST)
September 16th 
October 14th
November 11th
December 9th

Reflection and Integration Calls

4-5pm GMT
(12-1pm EST)
September 30th 
October 28th
November 25th
December 16th

+ 2 individual calls by arrangement

The full cost of the Client Ready programme is £2250 per participant. A deposit of £250 is required to secure your place. All terms and conditions can be found here.

Please get in touch if you have any questions before booking, if you would like to pay your deposit via BACS or would like to discuss payment in instalments.

Secure your spot before 27th June and take advantage of an Early Bird rate of £2000.

Investment