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The Client-centred Blog

The most-read blog posts of 2019

I was looking back over 2019’s blog posts and I wanted to share the 5 most read with you again.

You never know which ones are going to have the most reads and sometimes it can be a surprise. I enjoyed re-living the inspiration for each one and hope you enjoy them. Here are 2019’s most-read blog posts:

Does goal setting work?

This was the first post of 2019. It explores why New Year’s resolutions have such a poor record of success and the key to setting inspiring goals that go the distance.

The power of an incisive question

I share an inspiring story of how one question asked by a financial planner changed a client’s life. How can you become more intuitive with the questions you ask your clients?

Where do you find new clients?

This is a big question for many advisees and this article points to the real source of unlimited new clients.

Turning away clients – is it good for business?

It can seem to be counter-intuitive to turn away clients if you are growing your business. So, is it something you should consider?

The key to successful client presentations

There is one factor, above all others, that determine how receptive clients are to your proposals. It is obvious but not always well-practiced.

P.S. What would make 2020 an incredible year for you? And do you want help with that? If you would like to schedule an exploratory conversation send me an email to john@clientcentredadvisers.com and we can book in a call.

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ABOUT THE AUTHOR

John Dashfield spent 14 years as a self-employed adviser. Since 2006 he has been a coach, mentor and author helping advisers create transformations in their business and personal lives.

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Creating happy, enthusiastic, loyal financial planning clients for life requires you to do one thing well, and consistently. What is that one thing?
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How to get financial planning clients - the only way I know
Financial planning is not a commodity. It is experiential and conversations are right at the core of this.
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Presenting your clients financial plan - the key to success
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To succeed you must have self belief... really?
If you have a goal or outcome that is important to you and you want to go for it, then what does self belief and whether you have it or not have to do with it?
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Great people skills - in an instant!
Is it possible to have great people skills in an instant?
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The best prospecting advice for financial planners
Why do some financial planners seem to effortlessly find clients whilst others experience growing their practice as a constant struggle?
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Are your financial planning conversations too friendly?
What is the difference between a financial advisory conversation and a financial planning conversation?
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What does it really take to 10x grow a financial planning business?
There is a critical factor in growing your financial planning business that is often misunderstood.
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Should Financial Planners stop talking about retirement?
Why should financial planners choose their language carefully in their financial planning conversations with clients?
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Understanding your client’s world – key number 1
Financial Advice is so often delivered in very unimaginative ways that has little difference to how the majority of practitioners deliver it.
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Can coaching for financial planners really help your career?
Why are an increasing number of financial planners choosing to work with a coach? Is it something that could help you accomplish your most important goals and realise more of your potential as a financial planner? Read on to discover why coaching works...
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ABOUT THE AUTHOR

John Dashfield spent 14 years as a self-employed adviser. Since 2006 he has been a coach, mentor and author helping advisers create transformations in their business and personal lives.

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01580 753770

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07860 682530

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john@clientcentredadvisers.com

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