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.

Does goal-setting work?

As we enter a new year it is that time when many people make plans, set goals and resolve to be a new, improved version of themselves – new year, new you and all that. A couple of days ago I read that something like 40% of people resolve to either start doing something or…

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Awakening your inner spark

Ultimately, business is all about getting results – results for clients, results for the business and results for the people who work in and for the business – and businesses are hungry for whatever can help them get bigger, better results more easily. Last week I was invited in to give a presentation to a…

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To succeed you have to believe in yourself… really?

It is so easy to think we have things figured out in life and without someone to robustly challenge our assumptions we just continue to think them – at times to our cost. This is one of the reasons coaching is so powerful. You have someone totally on your side and yet, at the same…

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Can money really make you happy?

According to a survey published by Channel 5, 76% of people believe happiness is linked to money but 34% don’t agree that money can buy you happiness. So, who is right? The majority or the minority? Dr. Elizabeth Dunn, author of ‘Happy Money: The science of happier spending’ is quoted as saying… “If money doesn’t…

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Getting clients to come to you

  If you are building your practice then having an increasing number of people seeking you out and wanting to work with you is the ideal situation. What could be better than having great conversations with interested people and hearing them say the magic words… ‘So, where do we go from here?’ Is this a…

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Is over-thinking your barrier to a more wonderful life?

My good friend Alex Manzi created a popular podcast called Dreamers Disease where he interviews inspirational guests about what they do, why they do it and their motivations. A few weeks ago we met up for a coffee and came up with idea of sending his subscribers a couple of questions and then using their…

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The biggest lie that holds you back

Do you know what the biggest lie we tell ourselves is? I cannot change. This false belief is at the core of why so many people get stuck in a rut, living out the same old thinking and behavioural habits, often for years. It is also apparent that one of the most common, if not…

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Getting into your client’s world – key number 1

One of the most important things you can do for your business is going ‘above and beyond’ to create value for your clients. Professional services are so often delivered in very unimaginative ways that have little difference to how the majority of practitioners deliver them. So, the ability to deeply understand your client, help them…

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How to stop sabotaging your own success

“Many people die with their music still in them. Too often it is because they are always getting ready to live. Before they know it, time runs out.” Oliver Wendell Holmes Sr. An enlightened business leader was teaching a group of new entrepreneurs about increasing their level of success, and he wanted to demonstrate what…

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Great people skills – in an instant!

Well over 20 years ago, back when I was an adviser, I had a brilliant yet unintended lesson from a far more experienced adviser. A client of mine had a rather large pension pot (he was a successful futures trader back in the days when there was a real trading pit) and wanted some advice…

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