As a trainee financial planner, the course has significantly increased my confidence when speaking with clients as it looks beyond technical knowledge and focuses on the human side of advice of building genuine trust and connection by actively listening, asking open and curious questions and working collaboratively with clients, all of which were areas I had trouble adopting at the start of my career.

The course was thoughtfully structured over several months, allowing time to reflect, practise, and embed the learning in real conversations. I have already seen improvements, not only in client meetings, but also in how I listen and communicate with colleagues, friends, and family.

I am genuinely thrilled to be starting my career as a financial planner with this knowledge and skill set”

It’s encouraged me to think more deeply about how I show up in client conversations and given me practical tools to build stronger, more trusting relationships.

It’s helped me grow, and I think it will shape the way I work with clients for years to come.”

for my approach to financial planning. What sets it apart is its focus on the soft skills that are so often overlooked — particularly the art of building trust and forming deeper, more authentic relationships with clients.

The impact has been immediate — I’ve already noticed a significant improvement in the strength and depth of my client relationships. I would highly recommend her training to anyone who wants to elevate the way they connect with and support their clients.”

Emma brings her experience from working as a psychotherapist and her expertise in relationships to the world of financial planning. Working with her has increased my understanding of the emotional side of working with clients. Working with Emma and our group has made me more aware of and better prepared for the emotional moments that are part of our work.

This practice and awareness makes it easier to respond effectively, with empathy and in a way that will help me to build even better relationships with clients”

We’ve already seen a noticeable shift in our paraplanners’ communication style and client interactions, more empathy, more curiosity, and more powerful planning conversations.

This programme has rapidly upskilled them in areas that are so often overlooked in technical training, yet absolutely essential to delivering advice that genuinely changes lives. Emma’s work is a game-changer for any firm serious about doing financial planning the right way… human first.”

I have already felt myself changing the language I used in the later roleplays and practice calls, so it has been very beneficial for me to take the course.

I feel like what we’ve explored will really help me grow as a financial adviser when I qualify. But equally, what we have learnt has already helped me in my current role and in my non-working life.