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 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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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…

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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”)….

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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.

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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.

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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…

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