Client Ready
A comprehensive and highly interactive soft skills programme designed to enrich and accelerate the development of early career and career transitioning financial advisers, paraplanners, client relationship managers and coaches.
Participants will learn how to
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Confidently and self assuredly support a diverse range of clients
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Know and articulate their value to prospects and current clients
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Navigate emotional or difficult conversations with ease
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Quickly establish the conditions of trust to build long lasting and loyal client relationships
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Embed essential soft skills and relational intelligence into their repertoire
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Find and refine their own authentic and sustainable approach to working with clients
Now enrolling for September 2025
Join the waitlist for future courses
Client Ready is also available as an in house programme. Get in touch here for a chat.
WELCOME TO CLIENT READY
You want to…
Build long lasting and trusted relationships with clients
Foster loyalty and referrals
Know and be able to articulate your value
Feel confident and self assured
Navigate emotional or difficult conversations with ease
Learn essential soft skills and develop your relational intelligence
Sustainably grow your own or securely preserve an inherited client bank
Find a safe and supportive space to grow and develop
For Financial Professionals
You want to…
Unlock the potential of early career financial professionals sooner
Ensure smooth client transitions when passing over to new advisers
Ensure you retain talent through tangible investment and support
Give your senior staff more time to focus on their own work
Give employees the opportunity to learn and make mistakes in a safe space, and not in front of clients
Avoid reliance on a ‘watch and learn’ culture and run the risk of passing on bad habits
Receive a formative feedback report to help you continue developing your staff’s relational skills post programme
For Firms
WHO IS CLIENT READY FOR?
Early career or career transitioning Financial professionals
Advisers, paraplanners, client relationship managers, coaches
HR professionals, team leaders or anyone interested in supporting employee development
ABOUT THE CLIENT READY PROGRAMME
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Emotional Finance structured CPD certificate (20 hours) and digital badge designating ‘Client Ready’ status
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No homework requirements, though practice of skills is encouraged and optional study groups are set up to support this
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Uses client scenarios and live feedback in a safe and supportive environment
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High touch programme with lots of contact time
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Maximum of 8 participants in open cohorts allowing for lots of personal input and feedback
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Includes two 1:1 mentoring calls for individual reflection and feedback
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Find your own authority and authentic approach. No dogmatic ‘how to’ rules or holy grails to follow
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A mixture of conceptual and experiential teaching to embed your learning in a long lasting way
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Expert led facilitation and training, bridging relational wisdom with ‘industry’ know-how
WHAT’S INCLUDED
Client Ready is an expert-led, high touch, personalised and highly interactive training programme.
The Client Ready programme shuttles between conceptual and theoretical teaching based upon the Emotional Finance model; and live practice, shared reflections, feedback and mentoring to embed your learning in an impactful and long lasting way.
The standard, open programme includes –
1 x thirty minute pre programme call with each participant (1:1)
4 x half day live training group sessions
4 x one hour group review/ digest/ Q&A calls
1 x one hour post programme coaching call with each participant (1:1)
Digital badge upon completion for you to use on LinkedIn or your website
Self directed peer study groups
Maximum 8 participants* for a personalised and immersive programme
Formative progress report and recommendations for firm funded participants
*In house programmes have flexibility on the above format and participant numbers
Dates for September Cohort
Live Training
Thursdays 1-5pm GMT
(Thursdays 9-1pm EST)
September 11th
October 9th
November 6th
December 4th
Reflection and Integration Calls
4-5pm GMT
(12-1pm EST)
September 25th
October 23rd
November 20th
December 18th
+ 2 individual calls by arrangement
Course content includes
Introduction to Emotional Finance model
Finance and Feelings
Establishing the Conditions of Trust with Clients
Emotional and Relational Skills including: dialogue, listening, questioning and responding, empathy, authenticity, biases and assumptions, developing presence
Building Emotional and Relational intelligence into the process of advice
Troubleshooting including: managing ‘difficult’ clients, emotional conversations, change resistant inherited clients, managing family dynamics, handling mistakes and rebuilding trust when things go wrong.
Now enrolling for September 2025
Join the waitlist for future courses
Client Ready is also available as an in house programme. Get in touch here for a chat.
ABOUT EMMA
Emma is a highly regarded psychotherapist, trainer and group facilitator, as well as a DipFA qualified and Wise Monkey certified Financial Coach.
Emma has developed the Emotional Finance model to bridge her relational expertise and emotional wisdom with her insider understanding of financial services.
She is a vocal and zealous advocate for the foregrounding and prioritisation of soft skills and relational intelligence in the financial services profession.
More about Emma’s background and experience can be found here.
Connect with Emma via LinkedIn here.