How we can work together

Through training, consultancy and professional development services, Emotional Finance helps leaders, teams and organisations build trusted, meaningful and collaborative relationships with their clients and customers, driving better outcomes for both clients and businesses.

There are lots of ways to work with Emotional Finance, whether you're looking to develop your own relational practice, improve client experience or strengthen relationships across your team or organisation.

From consultancy, curriculum-led training programmes and interactive workshops to facilitated peer groups, Masterminds and one-to-one professional support, we help you turn learning and insight into practical changes that improve client relationships and drive business results

Training & workshops

Emotional Finance Training and workshops provide professionals, teams and organisations with fresh insight, a systematic framework and expert facilitation that means learning makes a meaningful difference and sticks. 

Whether you’re looking for an introductory workshop, a webinar, a bespoke away day or a comprehensive training programme, we help you excel at the human dimension of financial services. 

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Consultancy

At Emotional Finance, we offer both project-based consultancy and ongoing retained support, bringing specialist insight, guidance and practical expertise to help organisations strengthen their client relationships, teams, systems and culture.

Our work helps organisations understand and address the human and relational dimensions of their business, translating insight into meaningful, practical change.

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THE EMOTIONAL FINANCE PEER COLLECTIVE

Good company for the human side of financial advice. Small, facilitated peer groups offering space to think, reflect and grow together.

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Our programmes

THE RELATIONAL ADVISER

An immersive, practical 10-week programme to develop the confidence, skills and relational intelligence to build stronger, more meaningful and effective client relationships.

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THE EMOTIONAL FINANCE MASTERMIND

A year-long, immersive development experience for financial professionals ready to deepen their practice, challenge their thinking and grow alongside a community of like-minded planners committed to becoming the best versions of themselves.

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Kind Words

  • "Connection, community and shared experience...

    When Emma posted about her peer group offering I was curious. I had no expectations and was open to what may flow. I was clear on what I didn't want. Emma listened and assured me of what it would be. It sounded different, held no hard sell sales promises. It has absolutely provided the opportunity for connection, community and shared experience. And that is exactly what Emma is building and creating.”

    - Peer Collective Member

  • "A place for changemakers, pioneers and entrepreneurs....

    The peers in my group are wonderful and I look forward to our monthly meetings. We share experiences and wisdom. And what I find most valuable is there is not one person leading the floor and disrupting the flow. 

    Emma expertly curates and facilitates the conversation so that each session provides personal growth, insight and development.”

    - Peer Collective Member

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

    Emma is a pioneer in helping advisers and planners understand the human dimensions of advice. She brings insight, clarity and a refreshing depth to the financial advice profession. 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, leading to better outcomes and stronger client relationships.”

    Dan Haylett, Co-Director, TFP Financial Planning

Want to work with Emotional Finance?

Whether you’re looking for training, consultancy, professional support or a speaker for your event, let’s start a conversation.

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