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

My favourite Warren Buffett quote and why it matters
Warren Buffett is one of the most successful investors of all time and one of the world’s wealthiest individuals. He also has some very astute observations about life. My favourite is his observation that: 'Busy is the new stupid.' One time he was in discussion with another super successful person, Bill Gates, and they touched upon the subject of productivity.
A simple guide to living in flow
Would you like to spend far more of your time in a state of 'flow'? Flow is the experience of being totally absorbed in the moment, when time seems to stand still, and nothing else seems to matter. I was reading about the legendary tennis player Billie Jean King and how she described her experience of a game...
10 powerful ways a financial planner can deeply serve clients from the first moment
How can you begin to deeply serve a client from the very first moment? When meeting with a potential client there are likely to be at least three important questions on their mind: 1. Do I like them? 2. Can I trust them? 3. Can they help me?
Why I stopped meditating
Last week I had a wonderful conversation with a friend who has a vast amount of experience as a coach and has worked with thousands of people. She observed that in her experience every single person always wants the same thing in the end. Ultimately, we all want to feel clear minded, present, happy, content, and free from the burden of worry and stress. Who doesn't want more of this?
The most popular client-centred blog posts of 2022
What have financial planners been most interested in over the past year? The following are my most popular client-centred blog posts of 2022. Most importantly, none of this would be possible without you. Thank you for your valuable time and attention - you are very much appreciated.
Do you hate selling financial planning? Discover the two shifts that change everything
Do you love working with your existing clients but hate selling? If so, you would not be alone. Yet rather than enduring this essential aspect of being a financial planner what if you could learn to love what is often perceived as the hard part? If this is you then read on to discover two shifts that can change everything.
The 12 client-centred mind shifts - part 4
When 'The Client-centred financial adviser' was published back in 2015 the core message in that book was that who you are being is massively more significant than what you are doing. I even wrote a chapter titled, 'Being is the new doing'. For many years in my own business, I had focused upon doing with no real thought as to how I was being.
5 truths to help financial planners prosper in turbulent times
What prompted this article were a number of conversations I have recently had with financial planners who were worried about the current trading environment.  So, how do financial planners prosper in turbulent times when the economy is contracting, clients are tightening their belts, and media is spreading doom and gloom?
The 12 Client-centred mind shifts - part 3
Have you ever considered what creates the very highest value for your financial planning clients? I am going to suggest it is not, important as they are, the financial arrangements you recommend and put in place for them. No. It is their own mind shifts.
The 8 keys to inspiring financial planning meetings every time!
There are specific and predictable keys that result in inspiring financial planning meetings every time. And by paying attention and making consistent progress with each key, you are: 1. No longer leaving the quality of your meetings to chance. 2. Raising the bar to an exceptionally high level. In this article I list the 8 essential keys that contribute to an inspiring, repeatable process.

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