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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.

There is only one thing blocking you

I was delivering a workshop to a business a couple of weeks ago and I asked the question… What gets in the way of what you want to accomplish? Each person present had some important business and personal goals and I wanted to know what they perceived as the obstacles. Because, in our own way,…

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Scripts – are they a help or a hindrance?

Going back several years I was once asked by the PFS to speak at the regional conferences on ‘How to make an effective elevator pitch’. In case you don’t know, an elevator pitch is a script you learn to describe your business. It is supposed to be clever, engaging and pre-rehearsed so that it just…

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The surprising truth about happiness

“If you are doing things in order to be happy… you’re doing them in the wrong order.” Michael Neill Although happiness is something that is hard to define it is something that we seem to want more of in our lives. There are dozens of books written on the subject and articles seem to pop…

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Two emotions – which one do you operate from?

Several years ago, I was fortunate enough to come across and even get to train a couple of times with the great Steve Chandler. Steve has written over thirty books and is a world-famous success coach to high-achieving business people, CEO’s, best-selling authors and Fortune 500 companies. For me, Steve is by far the best…

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Uncertainty is inevitable, insecurity is optional

On Monday we had our second live day of ‘The Freedom of Mind Programme’ and we gathered at the inspiring Henley Business school on the bank of the river Thames. The brilliant Kim Hare lead the day and one of the posters she put up on the wall read: Uncertainty is inevitable, insecurity is optional…

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What’s controlling your life?

Deepak Chopra said: “What you pay attention to grows. If your attention is attracted to negative situations and emotions, then they will grow in your awareness.” What he points out is that when we worry about things it doesn’t improve the situation; it brings more of that thinking into our minds and this informs how…

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Selling financial planning – your job is not to convince people it’s for YOU to be convinced

How many people come dancing into your office asking you to create them a financial plan? It rarely, if ever, happens, right? No one wants financial planning, just like no one wants coaching. Usually, there is trigger event that leads a client thinking they want a financial product, or a financial issue solved. So, instead…

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Creating a client centred culture, not a numbers driven one

Do you lead a team of people? Do you want to get the best from them but avoid the downsides of pushing them too hard? It has often been said that ‘an organisations greatest asset is its people’. I believe this has to be true because without people there is no organisation. But there is…

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Why clients won’t open up and tell you everything

A while back I gave a series of presentations to advisers titled ‘Creating a transformational client experience’. One of the recurring questions that came up was: How do I get clients to open up to me? ‘How’ is a process word and I think what people assume is that there is some kind of technique…

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This will skyrocket your ability to influence

We live in a world that talks far too much and listens far too little. People love to tell other people their opinions, ideas or just what happens to be on their mind. It seems that most people want to be interesting rather than interested. As a professional person, being able to effectively influence others…

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