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.

How do you measure your success when life is completely unpredictable?

If there was one thing we learned in 2020 is that life is unpredictable. None of us really know what is going to happen in the next hour, day, week, or month, do we? We can make plans, set goals, have expectations and yet just as we have all recently experienced, we have little control…

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How easy are you to do business with?

If you were in conversation with a potential client what is most likely to be the best question you could be asked? “So, how do we work together?” That would take some beating, wouldn’t it? There are still several things that need to happen, but it tells you that you are having an impact. An essential…

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Do you love what you do?

Going back a while I was invited to speak at an event for advisers at The Etihad stadium in Manchester. I spoke about creating better client engagement through being curious about what it is that clients want from life rather than just focusing on products and investments. After my presentation had finished there was a…

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The best way to build unshakeable trust with clients

Many people experience a great deal of insecurity around their finances and feel apprehensive when faced with talking about the future.  Therefore, engaging the services of a financial planner is not something that most people will take lightly.  An experienced planner once said to me that it takes a great deal of courage for a…

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Getting out of your own way

I was recently in conversation with a client and he said to me that the next month at work was going to be difficult. So, I asked him why he thought that and he explained that several staff were due to be away on training and this was going to create all sorts of problems…

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The 7 keys to inspiring, highly productive client meetings

Several people have mentioned to me recently that they do not find client meetings over Zoom nearly as good as face to face meetings. Whilst I understand that meeting face to face is what most advisers have been used to there is no reason that Zoom meetings cannot be inspiring and highly productive. Whether face…

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The number 1 key to influencing your clients

Context is the meaning created within a situation and it makes a massive difference. A favourite story of mine is from Jacques Prevert, a French poet. He once walked by a blind beggar who had a sign next to him that read: “Blind Man Without A Pension” He asked the man how he was doing,…

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The three roles of an adviser

I once had a client who was a top orthopaedic surgeon. We talked about what he did with his working hours and his time was always arranged around his narrow band of expertise. He spent time in theatre working on patients. He met with patients to consult and advise them. He also spent time keeping…

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How to move from hating selling to loving selling

How many professional people hate selling their services or feel uncomfortable with it in some way? My experience is quite a lot. Many advisers have shared with me the fact that they love working with their existing clients but do not particularly enjoy the process of client acquisition. Sales training programmes often have it back…

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Keeping your hand out of the jar

In Africa there is a technique that hunters use to catch monkeys. Ordinarily, because monkeys are intelligent and cunning, they are extremely hard to trap but there is a way. A small jar with a certain size neck is placed where the monkeys frequent and inside the jar are placed the monkeys favourite nuts. The…

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