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 power of simplicity in a world of complexity

The human intellectual mind loves to make things complex. And this is just as true in the financial world as anywhere else. We could have a much simpler tax system – but we choose not to. We could vastly simplify pensions – but we choose not to. We could make financial products and investments simpler…

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The miracle of time and attention

“When you learn to stop stopping you will achieve virtually any goal you ever set.” Dusan Djukich, Straight Line Leadership The path to the accomplishment of a goal is rarely a straight one. It is perfectly normal to go ‘off course’ because how can we anticipate everything that can happen in future before it has…

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Are you ‘sharpening the saw’?

In Stephen Covey’s book, ‘The 7 habits of highly effective people’ he shares an analogy: Suppose you were to come across someone in the woods working feverishly to saw down a tree. “What are you doing?” you ask. “Can’t you see?” comes the impatient reply. “I’m sawing down this tree.” “You look exhausted!” you exclaim….

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There is an easier way to do life

The world we live in consists of the visible and the invisible. The form and the formless. The finite and the infinite. The business world focuses almost exclusively on the visible, the form and the finite. If you want to improve results in any area – marketing, sales, leadership, management, communications, innovation – there is…

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Getting new clients – the only obstacle

It seems that the process of acquiring clients is the number one challenge for many advisers (and most other professional services businesses too). Why is it such a challenge? It is not for the reasons that most people think. I was working with a client who was based in South London and he told me…

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The most powerful two-word question

There is a simple two-word question that I have found to be extremely useful both in client conversations (and at other times too). So, let me share with you how this article came about. A client and I were booked in for a meeting and when we began our conversation, I asked him the question:…

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Why I stopped meditating

“We are not human beings having a spiritual experience. We are spiritual beings having a human experience.” Pierre Teilhard de Chardin I remember becoming curious about meditation, probably twenty years ago or maybe even longer. Reading the local newspaper one day I saw that there was going to be a local talk on Transcendental Meditation…

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Where is the opportunity in forced change?

It is said that a week is a long time in politics. Well, that saying seems to apply to just about everything right now! If the lock down (only!) lasts a few weeks, then my guess is that most of us will be tempted to get back to ‘business as usual’ as quickly as we…

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The biggest Megatrend of our time

Last year at one of my events at Henley Business School, Kimberley Hare, our speaker for the day, put a poster on the wall that read: “Uncertainty is inevitable, insecurity is optional” We humans have a fascinating relationship with certainty, don’t we? So often we try to desperately hang on to what we know just…

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How to stay centred in turbulent times

As you know things have escalated rapidly with the Coronavirus situation. Very few of us will remain unaffected and most of us are having to make significant adjustments to our lives. *We have lost our freedom to travel and in some cases are having to self-isolate. *The markets have tumbled. *There are real implications for…

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