The Relational File Check
An emotional sister to your compliance file check
Where compliance reviews check technical accuracy, Relational File Checks offer an expert, psychotherapeutically informed review of your client conversations.
Get detailed, actionable feedback on how you're showing up emotionally and relationally - the perspective you can't access from inside the conversation.
What is a Relational File Check?
A Relational File Check is a focused, one-to-one review of how you show up, build trust, connect and collaborate in client conversations.
This isn't about what you're doing wrong.
It's about accessing a perspective you've never had before – one that reveals the relational dynamics at play in your client relationships which might be holding you back.
Here's how it works:
You share a 30-minute recording of a real client conversation (or a role play if you're still training). We'll cover GDPR and data privacy protocols beforehand.
I review it through the Emotional Finance lens, taking detailed time stamped notes. I’ll be noting the moments where real understanding happens - and where it doesn't. I'm listening for what your client was actually trying to say, how you responded to their emotional cues, when you stepped in too quickly or held back too long, and the patterns that shape whether trust deepens or quietly dissolves
Then we meet for a focused 60-minute session where I share practical, actionable, compassionate feedback with recommendations you can implement immediately.
Why This Perspective Is Different
My psychotherapeutic training means I'm specifically equipped to spot these patterns.
For over a decade, I've been trained to notice what happens between people – the micro-moments that build or erode trust, the unspoken tensions, the places where empathy lands or misses.
I've trained and supervised other therapists in developing these skills. Now I bring that same lens to financial advice conversations.
This is the perspective you literally cannot access on your own – and it's not available through any amount of technical training or colleague shadowing.
Why this matters?
Your technical qualifications demonstrate your competence. But it's how you show up in conversation that determines:
Whether prospects convert
Whether clients trust and implement your advice
Whether they recommend you to friends and family
Whether they stay with you through market volatility
Whether they willingly disclose vulnerabilities
Whether they feel truly heard and understood
What You’ll Gain
A second pair of expert ears on your real-world client work. Trained psychotherapeutically to spot what you can't see from inside the conversation
Fast-track insight into how you show up with clients and how your communication style is shaping outcomes
Concrete, observable practice points you can implement immediately
Immediate implementation you can apply in your very next client meeting
Confidence in your relational skills, not just your technical competence
Your Relational File Check Journey
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Complete your purchase and receive immediate confirmation via email with a link to book an initial 15-minute call.
Purchase here
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We’ll walk through the simple GDPR protocols together, you can ask any questions and we’ll schedule your review call. No need to have your recording ready yet.
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You’ll grant me secure access to one 30-minute client recording via a secure third-party platform. You maintain full control – I access, not download.
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I listen closely, take detailed time-stamped notes through the Emotional Finance lens, and prepare personalised feedback.
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We meet for a 60-minute virtual session to review feedback and discuss practical, actionable insights.
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Access The Emotional Finance Collective for peer support and continued development.
Who this is for:
Experienced financial advisers and planners who want to stay at the top of their game
Newly qualified advisers building their relational confidence
Paraplanners transitioning into client-facing roles
Financial coaches refining their approach
Advisers who've had a difficult client conversation and want to understand what went wrong
Anyone who cares deeply about the quality of their client relationships
This is for advisers who want to get better.
Not because something's wrong – but because they care.
What people say…
Limited January offer
Limited January offer
January booking deadline: 31st January 2025
Sessions can be scheduled anytime before 31st March 2025
Offer limited to 8 spots.
Investment: £350 (standard price: £500)
What's included:
Review of one 30-minute client recording
Detailed time-stamped feedback notes
60-minute personalised review session
Practical, actionable recommendations
Full GDPR compliance support
BONUS: 3 months' access to The Emotional Finance Collective
FAQs
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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.
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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.
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That's actually more useful than you might think. This isn't about judgment - it's about identifying blind spots and patterns we all have. The feedback is always constructive, compassionate, and actionable. I'm not here to catch you out - I'm here to help you grow.
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Absolutely, especially if you're still in training. Role-plays can be just as revealing as real conversations.
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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.
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Anytime before the end of March 2025, as long as you book in January. We'll find a time that works for both of us - I offer flexible scheduling.
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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.
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I share specific, time-stamped observations about your emotional literacy and relational presence - moments where trust, connection and a shared understanding deepened, where it might have faltered, and concrete recommendations for refinement. It’s a conversation not an interview, a prescription or an examination.
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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.
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If, after our initial call, you decide this isn't right for you for any reason, I'll refund your purchase in full - no questions asked. I only want to work with people who feel genuinely excited about this process.
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The Collective is my monthly peer supervision group where advisers gather to explore challenging client dynamics, share experiences, and develop their emotional literacy and relational intelligence together. You'll get 3 months complimentary access.
Hi - I’m Emma
Founder of Emotional Finance
I'm a UKCP-qualified psychotherapist, a RD1st accredited relational dynamics coach and a DipFA and Wise Monkey certified financial coach.
My unique positioning at the intersection of psychotherapy and financial services means I can offer something you can't get anywhere else: a psychotherapeutically-trained lens on your financial advice conversations.
I've spent over a decade training and supervising therapists in relational skills. I've worked with hundreds of financial advisers through my Emotional Finance Programme, workshops, and one-to-one coaching.
I know what good relational practice looks like - and I know how to help you develop it.
But more importantly: I genuinely love this work. Watching advisers have lightbulb moments about their relational patterns - and seeing how those insights transform their client relationships - is what gets me out of bed in the morning.
PROFESSIONAL MEMBERSHIPS
