OxTalks

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 transformations she sees in advisers, from early-career planners building confidence to experienced advisers rediscovering purpose and depth in their work. She also introduces the Emotional Finance Collective, a reflective practice community designed to help advisers continuously refine their relational skills. Whether you're an adviser, leader or simply curious about the human side of money, this conversation offers a powerful look at how emotional and relational intelligence can reshape client relationships and elevate the profession. OxTalks is produced by Urban Podcasts.