The Client-centred Blog

Welcome to The Client Centred Blog; Free content that shares a fresh approach to thriving as a financial professional in a rapidly changing environment.

This blog has its foundation in a new understanding of the human mind that gives you the ultimate platform for creating better results, thriving under any circumstances and living the life you want.     

I invite you to explore the materials, reflect upon how it relates to you and your business and enjoy the benefits.

The little understood power of the present moment

When we truly understand the power of the present moment, then it becomes the most important thing in our life.

I learned that to truly connect with others I had to be fully present with them.

I learned that happiness and contentment are not circumstance dependent; they are a function of how present we are in our lives.

I learned that to perform better in anything I do then the quality of my attention is the most important thing of all.

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Financial planning is NOT simply about your client’s goals

Do you want to vastly improve your client outcomes from your next client meeting? To master exploring ‘the goal behind the goal’ is a learning curve.

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Opportunity is a state of mind

There is a story about two shoe salesmen from competing companies who are sent to Africa to assess the market for shoes. This took place at the turn of the century when Africa was just opening up as a market. Salesman One scouts around for a few days and then heads for the telegraph office…

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Should you be coaching your clients?

Coaching happens within a conversation and strong powerful conversations are about being fully present, listening deeply and asking questions.

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The inescapable truth about selling your services

Although the word ‘selling’ can conjure up negative thoughts in some people’s minds the fact is that all commercial businesses are selling products or services. Your ability to ‘sell’ your services is one of the most significant factors (if not THE most significant factor) in building a thriving practice. Yet for many advisers, it is…

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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…

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What will make 2020 your best year yet?

What will make 2020 your best year yet? This seems like a worthwhile question to give some thought to and yet the answer may be somewhat different to what many people imagine. We are living in a world where we seem to be constantly on the treadmill of getting things done. After all, who isn’t…

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What happens when you’re afraid of making mistakes?

One of the reasons that we don’t step up and go for what we want in life is that we are afraid of making a mistake, looking bad and what that will mean about us. I once had someone say to me that they didn’t want to really go for what they wanted in life…

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Should you take notes when in conversation with a client?

Should I take notes when in conversation with a client? This is a question that comes up regularly in my coaching sessions and group programmes and I think it is a good one. So, here are some thoughts on this. Clearly, an important part of the adviser and client relationship is the gathering and recording…

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The most dangerous word in the English language

When we were little kids, we never knew what limitations were, did we? In fact, when we are kids the very idea of a limitation is absurd. Our imaginations know no boundaries and we live in a world of pure possibility. Our life was full of curiosity, joy, and wonder. Who doesn’t want more of…

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