Coaching, Mentoring and Relational Supervision
Peer Groups and One to One
One-to-One sessions or group formats to help financial professionals and firms think through complexity, unearth blind spots and approach their dilemmas and challenges with a fresh perspective.
The Emotional Finance Peer Collective:
Curated peer groups for financial services professionals.
The Emotional Finance Peer Collective is a safe, confidential and facilitated community of peers committed to the human side of their work.
Participating in a Peer Collective group means you’ll get:
A trusted private network who share unbiased perspectives and lived experiences to help you with your decision making
The time and space to chew over and reflect on your professional relationships (internal and external)
Access to the support and challenge you need to help you think through complex problems, uncover blind spots and provide insight
Deeper connections with curated groups of professional peers who understand your challenges and successes and help you feel less alone
Peer Collective members hold themselves to high professional standards. They are curious, honest and ego free
Working with Emma One-to-One
Working with me One-to-One is an opportunity to draw on my perspective, experience and insight, developed over many years working as a psychotherapist, facilitator, trainer and coach, in a way that’s tailored just for you.
Together, we’ll work with your desired outcomes in mind. I’ll offer support - and also challenge - to help you think through complexity, unearth blind spots and see your dilemmas and challenges through a lens you may not have considered before but that makes all the difference.
This work strengthens not only how you work, but the outcomes that matter - for you, your clients, your team and your business.
Book a Discovery call to explore coaching, mentoring and supervision options or get in touch here.
Relational File Checks:
Relational file checks offer clinically informed insight and practical, personalised feedback on your client conversations.
*This service requires client permission to share recordings for training purposes. I follow strict data privacy and GDPR guidelines.
Testimonials:
“Working with Emma has been genuinely transformative and incredibly helpful. What truly sets her apart is her remarkable ability to deliver feedback, even on complex or challenging aspects, in a way that is not only positive but deeply constructive”
Lisa, Award Winning IFA
“I had a chance to attend one of Emma’s in person workshops recently. We explored some of the most important, and often overlooked, parts of financial advice - building trust, giving presence and how to support clients’ emotional experiences. Emma held the space so with so much care and thoughtfulness”
Sally Pham, IFA, Ascot Lloyd
“Working with Emma helped change how I approach client meetings. She helped me see things from the client’s perspective and refine how I listen and ask questions. The changes I’ve made have improved my confidence, strengthened my client work and made the job feel more rewarding. Emma brings clarity to questions I’ve asked myself for years, and she does it with real expertise, care and insight.”
David Nelson, CFP, Own your Future Financial Planning
