The Emotional Finance Collective.
A nourishing professional development community for the human side of financial advice.
The Emotional Finance Collective is a warm, growing community of advisers who meet each month to slow down, reflect and stretch their relational muscles - a space where trust builds, egos soften and conversations drift into the places that really matter. We’d love you to join us.
What is the Emotional Finance Collective?
The Emotional Finance Collective is a facilitated member community for financial professionals who want to keep developing the relational and emotional side of their work — alongside others who care just as deeply about doing the same.
It’s a place for advisers, paraplanners, planners and firm leaders who know that human side of great advice isn’t just good for clients - it’s good for your people, your culture, and your business. It’s where your team can stretch, reflect and practise the skills that truly make a difference.
And it’s more than that. It’s a space to pause and think. To ask the harder questions and get things wrong without judgement. To practice out loud and say things that might not get said elsewhere. To feel supported, stretched, and part of something.
Some people join having worked with me before; others arrive for their very first step into Emotional Finance - and everyone is welcome.
There are precious few places where financial professionals can talk honestly about the emotional and relational side of their work.The Collective exists to fill that gap - somewhere to practice, reflect and deepen your self confidence and confidence with clients, supported by others who understand the realities of the job.
The Collective helps you keep growing, in ways that feel relevant, grounded, and real.
You can expect:
> Stronger, more confident client relationships
> A deeper understanding of what gets in the way — and what to do differently
> Greater self-awareness and emotional agility, especially when things feel tricky
> Tools you can take straight back into your next client meeting
> And a genuine sense of community — because this work is better when we do it together
Why Join?
How it Works.
The Collective is currently in its beta stage, which means it’s still evolving. As we learn what works best for the group, things may shift slightly. But here’s how it works for now, during this introductory phase:
Each month, I offer four live, facilitated sessions (one per week)
Session times vary week to week to give you the best chance of finding a time that fits your diary
You can book into one session per month in advance to secure your spot
A few days before each session, any remaining spaces open up — so if there’s room, you’re welcome to join more than one (even all four)
Catch up options if you miss a month, wherever possible
Each session is capped at 8 participants to keep the space personal, spacious and interactive
In these early stages, group sizes may be smaller which means even more focused time, tailored input, and connection
The Collective runs 9 out of 12 months each year - we’ll take a break in April, August, December
I ask for a 3 month commitment, after which you can cancel at any time
A digital ‘Emotional Finance Collective’ badge after 3 months of membership, perfect for your website, email footer, or LinkedIn
A confidential and supportive space - nothing is recorded and trust is core to how we work
A range of topics - sometimes we’ll explore a theme suggested by Collective members, sometimes we’ll follow what’s live in the room, and sometimes I’ll bring a skill or challenge for us to explore. It’s all underpinned by the Emotional Finance model, but not confined by it.
Interactivity and participation at a pace to suit you. There’s no pressure to perform – you’ll never be put on the spot or made to contribute if you’re not comfortable.
A mix of reflection, dialogue and practice – you’ll have space to speak, listen, and try things out in ways that feel safe (but a little stretchy) should you choose to.
Encouragement to keep your camera on, but to come as you are, even if that’s in your PJs or your hoodie.
Please try to join from somewhere quiet and private to help you be as present as you can be and so we all help keep the space feeling safe and respectful.
Joining the Collective isn’t like logging into another meeting. It’s something different, and intentionally so.
Here’s what you can expect:
What to Expect.
The Emotional Finance Collective is a warm, supportive space where Emma’s gentle guidance and the mix of people from all industry backgrounds and experinces makes it easy to connect, reflect and feel understood. For anyone looking for their tribe of people wanting to do what is best for clients and improve the industry at the same time, this is it.
Jo Wall, Joyful Wealth
Collective Members say…
The Emotional Finance Collective is growing and thriving and I’m so excited to welcome you.
Once you’ve signed up, you’ll receive a welcome email and a booking link to reserve a spot at your preferred time this month.
If we haven’t met or worked together before, we’ll also schedule a short welcome call ahead of your first session so that we can get to know each other a little and you can ask any questions you have.
Your Investment.
At this beta stage, membership costs:
£25 per month (for 9 months per year). All Terms and Conditions can be found here.
This guarantees you access to one facilitated session per month, and the chance to join additional sessions (up to four in total) if space allows.
Minimum membership for 3 months, after which you can cancel at any time.
Upcoming Dates.
Dates for the Emotional Finance Collective:
All sessions are 75 mins
September Dates:
Wednesday 3rd September | 9am
Friday 12th September | 4pm
Tuesday 16th September | Noon
Monday 29th September | 6pm
October Dates:
Tuesday 7th October | Noon
Monday 13th October | 10am
Friday 24th October | 2pm
Monday 27th October | 6pm
November Dates:
Friday 7th November | 2pm
Thursday 13th November | 4pm
Tuesday 18th November | 10am
Monday 24th November | Noon
