and insightful experience. 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”

and the impact has been nothing short of profound. 

We’ve already seen a noticeable shift in their 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.”