Emotional Finance, Relational Intelligence & The Future of Financial Advice with Emma Boardwell
About this episode
Chris speaks with Emma Boardwell about the evolving nature of financial advice and the importance of emotional intelligence and relational awareness.
In this episode, Chris speaks with Emma Boardwell, founder of Emotional Finance, psychotherapist, coach and qualified financial adviser. Emma brings a rare combination of therapeutic training and industry experience, offering deep insight into why financial advice is increasingly becoming a human, relational profession rather than a purely technical one. Together, they explore how emotional intelligence, relational awareness and reflective practice are transforming the expectations placed on advisers. Emma explains why technical expertise alone no longer meets the needs of modern clients, how trust is built through transparency and authenticity, and why collaborative, co-created conversations lead to better client outcomes than traditional directive advice. Emma also shares the story behind Emotional Finance, her framework for developing relational intelligence across three levels: building trust, forming meaningful connection and working collaboratively. She and Chris discuss the impact of AI, shifting client expectations, vulnerability under consumer duty, and the importance of presence, empathy and self-awareness in financial planning. Emma provides real examples of the…
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