Many financial professionals are confident with the technical side of advice.
But when it comes to emotional conversations - especially those involving vulnerability - things can feel uncertain, even overwhelming.
Join us for a one day workshop, generously sponsored by EBI Portfolios, facilitated by Emma Boardwell, Founder of Emotional Finance; and co-hosted by Debbie Holmes.
Hosted at the Forge, a beautiful and unique meeting space in Bristol, this one-day, small-group workshop is designed to help you build the relational intelligence needed to:
Spot signs of vulnerability with confidence
Build deeper trust with your clients
Navigate emotional conversations with empathy and grounded presence
Through a mix of guided reflection, facilitated dialogue, live demonstration, and supported role play, you'll leave with practical tools, deeper insight, and a renewed sense of clarity and confidence.
Only 12 places available
Full Price: £250/ Early Bird & Self-Funded: £200 (book by 5th September)
Location: The Forge, Bristol, BS1 5BD
This isn’t your typical day of slides and lectures (though you will earn 6 hours of structured CPD).
It’s hands-on, reflective, and intentionally small in scale. You’ll be part of a focused, energising group of peers, learning through live demonstrations, guided exercises, structured reflection and facilitated dialogue.
T&Cs can be found here
The Forge, ‘Formerly’ Colston Yard, off Colston Street, Bristol, BS1 5BD
https://www.theforgebristol.com/contact
Friday 17th October
10am-5pm
Doors open at 9.30am for coffee and a gentle start
Food
Food and refreshments will be provided
£250pp
£200 Early Bird rate if you book before Friday 5th September or if you are self funding (use code 7U1CPTY at checkout)
Includes lunch and refreshments.
Many financial professionals are confident with the technical side of advice.
But when it comes to emotional conversations - especially those involving vulnerability - things can feel uncertain, even overwhelming.
Join us for a one day workshop, generously sponsored by EBI Portfolios, facilitated by Emma Boardwell, Founder of Emotional Finance; and co-hosted by Debbie Holmes.
Hosted at the Forge, a beautiful and unique meeting space in Bristol, this one-day, small-group workshop is designed to help you build the relational intelligence needed to:
Spot signs of vulnerability with confidence
Build deeper trust with your clients
Navigate emotional conversations with empathy and grounded presence
Through a mix of guided reflection, facilitated dialogue, live demonstration, and supported role play, you'll leave with practical tools, deeper insight, and a renewed sense of clarity and confidence.
Only 12 places available
Full Price: £250/ Early Bird & Self-Funded: £200 (book by 5th September)
Location: The Forge, Bristol, BS1 5BD
This isn’t your typical day of slides and lectures (though you will earn 6 hours of structured CPD).
It’s hands-on, reflective, and intentionally small in scale. You’ll be part of a focused, energising group of peers, learning through live demonstrations, guided exercises, structured reflection and facilitated dialogue.
T&Cs can be found here
The Forge, ‘Formerly’ Colston Yard, off Colston Street, Bristol, BS1 5BD
https://www.theforgebristol.com/contact
Friday 17th October
10am-5pm
Doors open at 9.30am for coffee and a gentle start
Food
Food and refreshments will be provided
£250pp
£200 Early Bird rate if you book before Friday 5th September or if you are self funding (use code 7U1CPTY at checkout)
Includes lunch and refreshments.
