Transformational coaching for financial planners and advisers

The Client-centred Academy – begins 13th January 2023

Learn to excel at the human side of your work and get all the rewards

Transformational coaching for financial planners and advisers

The Client-centred Academy – begins 13th January 2023

Learn to excel at the human side of your work and get all the rewards

Do you want to powerfully impact your clients lives, thrive in a fee-based environment, and live an inspired life?

Are you a financial planner or adviser ready for a change?

I have been in and around Financial Services for a long time. I know what it’s like! It can be the best of businesses and the worst of businesses. There is a hell of a lot of ‘noise’, and it is easy to get distracted, disillusioned, and lose your spark.  

My coaching is based on a life-changing approach completely opposite to the mainstream. It is logical, clear, and highly compelling. 

You will never blame your circumstances again! Instead, you will be at peace with who you are, become a highly effective adviser, and increasingly show up as the amazing being that you are.

Begin immediately by getting your FREE REPORT and exploring my FREE CONTENT.

Are you a financial planner or adviser ready for a change?

I have been in and around Financial Services for a long time. I know what it’s like! It can be the best of businesses and the worst of businesses. There is a hell of a lot of ‘noise’, and it is easy to get distracted, disillusioned, and lose your spark.  

My coaching is based on a life-changing approach completely opposite to the mainstream. It is logical, clear, and highly compelling. 

You will never blame your circumstances again! Instead, you will be at peace with who you are, become a highly effective adviser, and increasingly show up as the amazing being that you are.

Begin immediately by getting your FREE REPORT and exploring my FREE CONTENT.

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Get your free report now!

Discover the 10 essential keys to magical client meetings – every time!

 Just pop your name and email into the boxes below and immediately get your report and exclusive content.

Your information is not shared or sold to anyone else.

Financial Planning Power Questions Cards

The EXCITING NEW RESOURCE to help you deliver high-impact financial planning, improve client outcomes and create more prosperity

Imagine becoming a master at asking the right questions at the right time.

Well now you can!

This unique and powerful 52 card deck gives you unlimited ways you can create more value for your clients.

The Client-centred Financial Adviser
book by John Dashfield

The ultimate guide to building high-trust, high profit relationships and a thriving practice.

This book introduces you to the most significant factor in having clients hire you and retain you as their ‘Trusted Adviser’.

“The most cutting edge book available for Financial Planners today”

Philip Piggins, True Potential Wealth Management

Free content from our blog that shares a fresh approach to thriving as a financial professional in a rapidly changing environment

The biggest challenge (and opportunity) in the financial planning process
In a perfect world a client goes through the financial planning process and implements the recommendations and advice they are given. As a result, they are happy and achieve their goals. Yet we are not living in a perfect world, which presents both a challenge and an opportunity for financial planners and their financial planning process.
20 bad financial adviser inter-personal habits
In this weeks’ blog I am looking at... 20 bad financial adviser inter-personal habits Look and see if any of these apply to you. Corrective action can make an enormous difference to your success.
Will your financial plan pass the 'so what' test?
Imagine that you have gone through the discovery process with your client and your next meeting is to present your carefully crafted financial plan. You want the meeting to be a success and have the client be enthusiastic about your recommendations. So, how can you give yourself the highest and best chance of this happening? 
The truth about trust building for financial planners
Everyone knows that absolute trust is at the core of a successful relationship between a financial planner and a client. But where does real trust come from? And how do you create absolute trust quickly and reliably?
Top ten essential inter-personal skills for financial planners
Is technical ability a guarantee of a successful and prosperous career as a financial planner?  The answer is 'no' because being a successful practitioner is just as much about people as it is a technical role. So, in this article I am looking at my top ten essential inter-personal skills for financial planners.
Financial planning relationships - how do you keep adding massive long-term value?
No matter how long you have known your client what is the secret to continuing to add massive value? Imagine when you first meet a new client and the early period of your relationship. In the beginning...
Are your feelings running your business?
Have you ever found that self-doubt, a low mood, or feeling fearful has held you back?  I'm sure this has been the case for all of us and it can have a big impact upon the quality of our results. In this article I am sharing how you get past those feelings and into taking action - the only thing that produces results.
Why does attachment ruin client engagement?
Successful client engagement has many aspects and, in this article, I am exploring one of the most crucial. Do you ever find yourself being attached to an outcome? For instance, you are in conversation with a potential client, and you have something on it going your way. You feel an inner tension, anxiousness, or concern about winning the business.
The amazing power of questions
As a financial planner or adviser people come to you for your knowledge and expertise. Yet, first and foremost, you must create a context for advice so that when it is provided, people successfully implement it and get the outcome they want. The only way I have found of creating this context is to ask appropriate, intelligent questions and listen very carefully.
Financial Planner? Are you selling drills or holes?
In my career as a financial adviser the training and qualification process was all about pensions, investments, insurances, tax, markets, trusts, risk, and so on. So, in the beginning this is what I talked to people about because this is what I thought you did. It did not occur to me until several years later that I was selling something that no one really wanted.

Case Studies

Jeremy Askew

Town Close Financial Planning

A three-day week and quadrupled turnover

Jeremy Askew was fed up listening to trainers going on about the same familiar sales techniques. So Jeremy was intrigued to find out more when one of them told him that, if he wasn’t interested in hearing what they had to say, he could go and listen to “that bloke John Dashfield”.

After reading John’s book, The Client-Centred Financial Adviser, something struck a chord. Invited to contact John at the end of his book, Jeremy decide to do exactly that.

After successfully completing a three-day one-to-one session with John in Rye, West Sussex in May 2017, Jeremy continued his training, keeping in regular contact with John over Skype and email over the next 18 months.

As a result of what he has learnt from John, Jeremy has fundamentally changed his business strategy, delegating more work to others.

Annie Mason

Founder, Masons Wealth Associates

‘My love for the job has returned’

Annie Mason runs her own financial planning firm, Mason’s Wealth Associates, which is part of the St. James’s Place Partnership. She had identified that dealing with clients had historically been a purely transactional process. This didn’t sit well with her, and she felt increasingly unfulfilled and dissatisfied.

Another SJP Partner recommended the coaching they’d received from John Dashfield. The conversation inspired her to contact him and sign up for a 12-month programme of one-to-one coaching sessions.

During each one-hour session, John asked some very searching questions and challenged Annie’s way of thinking, making her ponder more deeply how she could provide a more client-centric proposition.

Dominic Baldwin

Managing Director, Xentum

Coming to terms with grief

Dominic Baldwin was suffering from grief after his father’s death from pancreatic cancer 13 years ago. Only he didn’t realise it at the time.

On top of that, Dominic had just gone through a divorce, and felt constantly fatigued and disconnected from other people. He also wanted a quieter and more balanced life.

It was only when Dominic was introduced to John by his brother and met up with him in London for a chat that he realised he needed help. So he arranged to have weekly online conversations with John for the next year. Over the following three years, they would occasionally meet up, or go on training days or retreats.

By working with John, Dominic has come to terms with his feelings and to understand why he felt that way.

Rory Menmuir

Charles Stanley & Co. Limited

‘A gamechanger’

Rory Menmuir had always been looking to deepen his level of client service. While his technical knowledge and expertise was top-notch, he felt that there was a more profound and impactful way that he could work with his clients.

So after reading John’s book, The Client-Centred Financial Adviser, and hearing him speak at the Lifestyle Financial Planning Conference in Birmingham, Rory, a financial planner at Charles Stanley, decided to enroll in his six-week group programme, The Client Engagement Masterclass, in June 2020. Having successfully completed the course, he started one-to-one weekly sessions with John over the next four months.

Previously Rory’s client focus had been 30% of his overall work, versus 70% on the technical side, but now, after working with John, it’s 95%. He benefitted most from looking at innovative approaches to thinking and listening skills.

What Client's Say

‘John has helped me and the team at Xentum to have a deeper understanding of the principles which categorically demonstrates the importance of state of mind and the requirement to be present in client meetings.

When in this state, meetings are effortless and unknown opportunities are endless.’

Dominic Baldwin, Managing Director, Xentum

‘John has really helped change my thinking, increased my confidence and reduced my anxiety. I feel anything is achievable and feel that John has improved not only my business life but personal life as well. Highly, highly recommended!’

Geoff Buckland, IFA, Pension and Investment Specialist

‘His ability to communicate is second to none in my experience, and his knowledge and skill with language and the clues it offers to thought processes are exceptional. John is truly able to listen, draw out the ideas from you, and reprogram your thinking to create major and revolutionary change.

Combined with his business experience and training, this is someone who really will help you to achieve not only greater success, but more peace of mind and harmony along the way. Wherever you are in your business or personal life, you’ll be surprised and delighted by where a conversation with John will take you. Don’t prevaricate, just call him.’

Andy Jervis, Chesterton House Financial Planning

“Since understanding the power of connection with clients the quality of my client engagement has improved significantly.

I used to prepare extensively for first meetings and had a head full of thinking during the meeting about what to say next and what is the perfect question. Now I relax so much more and have either a very simple mind-map or even a blank sheet of paper. The conversation goes where it goes and feels so much more natural, I am now confident that by having a clear mind I will know what to say and when to say it.”

Neil Rossiter, Chartered and Certified Financial Planner, Chartered Wealth Manager

‘A year ago, I underwent a three-month coaching programme with John. I’m a self-employed copywriter. At the time, I was financially stuck. For years, I’d been in the habit of undercharging, even though I knew I was worth more, much more. As a result, I was finding it hard to pay the bills and it was causing me constant stress.

John helped me realise that it was my own thinking that was keeping me stuck.

Every time I prepared a quote, unhelpful thoughts would cross my mind such as: “Is that price fair? Would I pay that fee? What if it’s too expensive and the prospect doesn’t accept it? I’d love to do this work so much that I’d do it for no money…”

Through the coaching, I gradually learned to disconnect myself from my thoughts, especially the unhelpful ones.

I started increasing my prices and issuing quotes that were more realistic. I didn’t lose a single client. As if by magic, I won some corporate clients that I felt I could charge a ‘proper’ fee. I also attracted some regular well-paid training work.

One year on, and my accountant has just done my tax return.

“I don’t believe it! You’ve made three times as much money this year as last year,” he told me.

I’m still working as many hours as before, but with fewer clients and for more pay.

It’s more fulfilling, has allowed me to do some home improvements that were much needed, and my levels of stress have reduced.

I had no idea the tension I was under showed so much. These days, people tell me I look more serene.

In fact, I recently bumped into an old workmate I hadn’t seen for ages. At first, she didn’t recognise me, as she thought I was my younger sister.

I credit the ideas that John introduced me to.’

Jackie Barrie, (writes excellent blogs for advisers)

‘I was first introduced to John Dashfield around June 2015, by a delegate whom I was on a Financial Planning course with. After an initial discussion with John, I was intrigued about how he said we create our experiences in life, through the 3 Principles of Thought, Mind & Consciousness and how these 3P’s could have a profound effect on how we do business.

This has really lead to some profound shifts in life for me! None more than the realisation that for years, I played the victim in many areas of my life and allowed superstitious thinking to old me back in so many ways, from a personal and business point of view! Once we get to understand how our experiences are created, it really does give us a sense of freedom to operate outside of the illusory way we are conditioned to think.

I really do recommend the coaching that John offers. I have been on many coaching programmes before, but this is the first coaching programme which deals with the “cause as well as the effect”. If you are looking to connect with your clients on a deeper level and get to know yourself better in the process, then John Dashfield’s coaching programme is for you.’

Scott Stackhouse, IFA