A woman with gray hair in a bun, wearing a blue and white striped shirt and brown pants, sits on a yellow sofa holding a pink notebook, in a room with dark walls, a table lamp, and a round marble table.

The Relational File Check

Clinically informed insight and practical feedback on your client conversations.

Relational File Checks are an opportunity to apply rigour, intentionality and visibility to your client conversations.

book a call
A young woman with glasses smiling and holding a teal coffee mug while looking at her laptop screen during a virtual meeting at a dining table with sliced bread and a glass of red wine.

Here's how it works:

Step 1: Book an initial call. Book a no obligation 15-minute call where I can answer any questions, check suitability and if appropriate walk you through the process, GDPR protocols and schedule your session. No need to have a recording ready yet.

Step 2: Share a conversation. You grant secure access to your chosen recording of a real client conversation (or a role play if you're still training). You maintain full control - I access, not download.

Step 3: I listen through the Emotional Finance lens. I’ll listen to a minimum of 30 minutes of the call and review the conversation in detail, taking time-stamped notes on the relational dynamics at play - where trust, connection, and collaboration are working, where they're not, and why.

Step 4: We meet for a 60-minute review. I’ll share specific, practical, compassionate feedback - with concrete recommendations you can implement in your very next client meeting.

FAQs

  • No. Don't send anything yet. After you book, we'll have a brief call to discuss and help you decide which conversations/clients would be best to use. We’ll also run through how to share it securely. You'll have plenty of time to prepare.

  • I'll walk you through everything step-by-step. You'll receive clear documentation including a simple checklist to ensure full compliance. This is completely standard practice for supervision and professional development, and I'll support you throughout.

  • That's actually more useful than you might think. This isn't about judgment - it's about unearthing blind spots and identifying habits and patterns we all have. The feedback I offer is always constructive, compassionate, and actionable. I'm not here to catch you out - I'm here to help you grow.

  • Absolutely, especially if you're still in training. Role-plays can be just as revealing as real conversations.

  • We'll discuss this on our initial call. I can help you identify what would work best, or we can arrange a recorded role-play scenario if needed.

  • No. You grant me secure access via a streaming link (you maintain control), and any temporary files are permanently deleted within 30 days of our review session. Your client's data remains protected throughout.

  • The session is an opportunity for us to work through my feedback on the recorded session and to identify and collaborate on practical steps to follow.

  • Both. Even highly experienced advisers benefit from a fresh, expert perspective on their relational patterns. This isn't remedial work - it's what top performers do. The best athletes have coaches. The best therapists have supervisors. The best advisers get expert feedback on their relational skills.

  • A one off relational file check includes:

    • Listening to at least 30 minutes of a recorded meeting

    • Time stamped feedback

    • 60 minute review call

    The cost is £500.

    I’m happy to discuss volume discounts and bespoke packages for individuals and firms.

What people say…

  • "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, Multi-Award-Winning IFA

  • “Working with Emma is like putting on a new lens...

    She challenges assumptions, fosters empathy, and equips advisers with the tools to have more meaningful conversations… conversations that lead to better outcomes and stronger client relationships”

    Dan Haylett, TFP Financial Planning, Professional Speaker | Author | Host of The Humans vs Retirement Podcast | Financial Planner | Retirement Coach

  • “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

read all our testimonials

PROFESSIONAL MEMBERSHIPS

Purple banner with white text stating 'Financial Vulnerability Taskforce' and 'Consumer Duty Alliance', featuring a white pound symbol at the top and three white human icons at the bottom.
A collection of colorful geometric shapes including a yellow semi-circle, red triangle, green triangle, blue triangle, and black square.
Orange seal badge with white cartoon monkey in the center, holding a banana, and text around the circle that reads, 'Final Coach Practitioner Certification - Wise Monkey Financial Coaching.'
LFB Member badge with three stylized human figures in white on a red and gray background.