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 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…
My favourite Warren Buffett quote
Warren Buffett is one of the most successful investors of all time and one of the world’s wealthiest individuals. He also has some very astute observations about life. He was in discussion with another super successful person, Bill Gates, and one of the subjects they touched upon was productivity. Buffett said, ‘Busy is the new…
Stop worrying about your value
Many practitioners seem to waste time worrying about their value. It is one of the reasons people take qualification after qualification. So they can feel worthy. I have often spoken with advisers who say things like, “I can’t go and speak to xxx (high net worth, professional connections, etc.) because I don’t have xxx qualification”)….
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.
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.
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…
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.
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…
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…