Client Ready is a soft skills training programme for early-career professionals who meet clients.

And for the firms who want confident, client-ready people on the front line. 

Client Ready is for early-career professionals and career changers who want to go further than exams and technical skills alone prepare them for —and for the firms that recognise their potential and want to unlock it.

Welcome to Client Ready

Client Ready will help participants and the firms that invest in them to:

  • Feel confident in Real World Client Conversations.


    Participants will gain practical tools and guided practice to help them show up with composure and presence even when conversations are emotional, unpredictable or high stakes.

  • Know your value and communicate it.


    Client Ready helps professionals understand what they uniquely bring to their client relationships and ti learn how to articulate their value with credibility and warmth.

  • Learn in a safe and supportive environment.


    The programme offers a protected place to practice, reflect and make mistakes - so participants are prepared for moments that matter.

  • Unlock potential, sooner.


    Rather than relying on a 'watch and learn' learning style, Client Ready delivers structured, practical training and accelerates readiness, empowering individuals to contribute sooner and reduce the burden on senior staff.

  • Continue the learning with feedback that lasts.


    Every participant receives a formative feedback report, giving insight into how to keep the momentum of growth and development going post programme.

What’s included?

Client Ready combines the depth of Emotional Finance theory with hands-on, human-centred practice. You’ll move between structured teaching and live experiential learning—through real scenarios, reflections, mentoring, and feedback—so that insights don’t just make sense, they stick.

1:1 Pre-Programme Call
A 30-minute personal conversation to get to know you, your context, and what you’re working towards.

4 x Live Half-Day Group Sessions
Interactive, small group workshops—blending teaching, breakout practice, and shared insight.

4 x Group Review & Q&A Calls
1.5 hour integration calls to deepen learning, work on real scenarios and keep momentum between modules.

1:1 Post-Programme Coaching Call
A dedicated hour to consolidate progress, tackle emerging challenges, and plan your next steps.

Self-Directed Peer Study Groups
Optional meetups to practise, explore real cases, and support one another’s development.

Digital Badge Upon Completion
Show your commitment to human-centred advice on LinkedIn or your website.

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

Expert-led.
Highly personalised.
Practically transformative.

In-house programmes can be flexed to suit your needs—timing, format, and participant numbers are all customisable.

Build the Human Foundations of Great Advice.

Participants will learn and practice how to:

  • Emotional Finance mark design

    Confidently and self assuredly support a diverse range of clients

  • Emotional Finance mark design

    Know and articulate their value to prospects and current clients

  • Emotional Finance mark design

    Navigate emotional or difficult conversations with ease

  • Emotional Finance mark design

    Quickly establish the conditions of trust to build long lasting and loyal client relationships

  • Emotional Finance mark design

    Embed essential soft skills and relational intelligence into their repertoire

  • Emotional Finance mark design

    Find and refine their own authentic and sustainable approach to working with clients

  • "Client Ready with Emma is a great way to bring the relational side of our work, an often overlooked aspect of financial planning, into an environment which promotes deeper thinking and discussion. This will strengthen the way I connect with clients, build trust, and help me to have more meaningful conversations. "

    - Connor Griffiths, TFP Financial Planning

  • "If you are curious about joining Client Ready, ‘Go for it’. The programme really explores the soft skills which I haven’t seen done before. Being able to bounce off different people’s experiences and Emma’s expertise in a safe place means you can learn and embed so much.'

    - Lauren Turner, TFP Financial Planning

  • "Emma’s Client Ready programme offers an important way to check and reflect on how, as financial planners, we work to create great relationships with our clients. Being reminded of the need to create the conditions of trust with others and taking time to really reflect on how we build trust is a really powerful exercise."

    - Simon Gladding, Women’s Wealth

Join September’s cohort.

Upcoming dates

Dates for September Cohort

Live Training

Thursdays 1-5pm GMT
(Thursdays 9-1pm EST)
September 11th
October 16th 
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

Investment

The full cost of the Client Ready programme is £1750 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 Friday 13th June and take advantage of an Early Bird rate of £1500.