Supporting Vulnerable Clients A Practical Relational Approach with Emma Boardwell

Supporting Vulnerable Clients A Practical Relational Approach with Emma Boardwell

Former psychotherapist and Emotional Finance founder Emma Boardwell explores a practical relational approach to supporting vulnerable clients. Learn what vulnerability looks like in real conversations and how to respond with empathy and confidence to build trust, engagement, and better outcomes.

We will discuss:

1. Understand what vulnerability means within both the FCA framework and a relational context.

2. Recognise how relational intelligence supports better Consumer Duty outcomes.

3. Identify and avoid approaches that create distance or appear compliance-only.

4. Gain practical tools and language for having sensitive or emotionally charged conversations.

5. Reflect on their own communication style and understand how it influences trust, disclosure and engagement.

60 Structured CPD Applicable. For Financial Professionals Only

Emma Boardwell, Founder of Emotional Finance

As a former psychotherapist now working within financial services, she brings relational intelligence into the heart of the profession.

She supports financial professionals and firms in leading the industry’s shift toward more human, connected, trust-centred financial advice—strengthening client relationships and driving better outcomes for clients and businesses alike.

Debbie Holmes, Business Development Manager

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.