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.

Which screw to turn

There is a famous story about FedEx, the delivery company. In the US the central hub of the business is in Memphis, so all overnight packages go through here. One night the conveyer belt system suddenly stopped working bringing the business to a halt. It meant that the packages could not be distributed and the…

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Asking essential questions: the ones that no one else thinks to ask

Often, financial advice is triggered when something happens or is going to happens in a client’s life. For instance, the sale of a business, divorce, or an upcoming retirement. Financial advisers are used to dealing with the money but there is another aspect which is often neglected, and this is a huge disservice to the…

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What has spirituality got to do with financial planning?

A while back I was speaking with a financial planner and our conversation turned to what it is that clients really want. Although I had not used the ‘S’ word he suddenly looked at me like I had grown three heads and said in an aghast tone, “Are you talking about spirituality!”  Ok, I get…

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Growing your business in the quickest, most efficient way possible – Here’s how

Something extremely valuable I learned from my coach is that every system is perfect for the result it creates. For instance, … If you are only getting half of the business that you want, then your current system is perfect for that result. If you are working fifteen hours a week more than you want…

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Deep rapport and why it matters

Rapport is the presence of harmony, trust, and cooperation between people. It is like the oil in the machine of a relationship – without it things will soon grind to a halt. The thing about rapport is that it exists on different levels. What is fine for a superficial, transactional relationship will be insufficient when…

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Taming your advice monster

If you are an adviser then surely your job is to give advice, right? Imagine this scenario. You meet with a client or potential client and you politely ask some questions, you listen and soon you can see exactly what the clients problem is and you know you can help them solve it. What you…

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Dealing with difficult people

Have you ever encountered a difficult person? Maybe you have a client, co-worker or employee who you think about in this way? I was on a coaching call with a client recently and he recounted a situation with an employee. This employee had behaved in such a way that there was potential for disciplinary proceedings….

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How do you know if a client meeting is going well?

Have you ever wondered why young children are able to indiscriminately enjoy almost everything and anything they do? Whatever situation they are in they seem to find a way to be absorbed in the moment and have fun. As adults we often tend to lose this capacity. Business can be a great example of this….

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Living your life’s purpose

I was an enthusiastic devourer of self-help and personal development material for well over twenty years, although I have now been in healthy recovery for nine years. During my addiction I always noticed how much material there is on finding your life’s purpose and it continues to be a popular topic. There are many people…

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The three levels of client commitment

It seems to me that commitment is an essential ingredient for success. Not commitment as some form of hard discipline that you must force yourself to endure. But rather commitment as an inner knowing that, “I am doing this because I want to, it is important to me and worth the investment of what it…

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