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.

What will make 2020 your best year yet?

What will make 2020 your best year yet? This seems like a worthwhile question to give some thought to and yet the answer may be somewhat different to what many people imagine. We are living in a world where we seem to be constantly on the treadmill of getting things done. After all, who isn’t…

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What happens when you’re afraid of making mistakes?

One of the reasons that we don’t step up and go for what we want in life is that we are afraid of making a mistake, looking bad and what that will mean about us. I once had someone say to me that they didn’t want to really go for what they wanted in life…

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Should you take notes when in conversation with a client?

Should I take notes when in conversation with a client? This is a question that comes up regularly in my coaching sessions and group programmes and I think it is a good one. So, here are some thoughts on this. Clearly, an important part of the adviser and client relationship is the gathering and recording…

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The most dangerous word in the English language

When we were little kids, we never knew what limitations were, did we? In fact, when we are kids the very idea of a limitation is absurd. Our imaginations know no boundaries and we live in a world of pure possibility. Our life was full of curiosity, joy, and wonder. Who doesn’t want more of…

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Why not even Richard Branson can help you

What is stopping your business becoming a much better business? It is an interesting question to reflect upon, isn’t it? One of my clients, Noel, is an entrepreneur who has started several successful companies. His latest creation is a tech business in the financial sector, and it has gone from a start up to requiring…

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My top 10 business books

I appreciate that your choice of books to read is a very personal and subjective thing, but I love the saying ‘When the student is ready, the teacher appears’. It so often happens. With books, the right one can show up as if by magic and just when you need it. So, I thought I…

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Becoming a more powerful influencer

Something that looks true to me is that in the world of financial advising there are lots of excellent technicians and yet few highly effective influencers. What is a highly effective influencer? It’s someone who is a powerful catalyst for positive, beneficial change in a client. Your client thinks, feels and behaves differently as a…

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Get paid not to stop

How it looks to me is that a significant element of the financial services business still believes that the value for clients is all in the transaction. Why else would ‘advice’ be offered for free? Only this week I saw an advertisement from a product provider offering ‘free advice’. The provider places no value on…

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There is only one thing blocking you

I was delivering a workshop to a business a couple of weeks ago and I asked the question… What gets in the way of what you want to accomplish? Each person present had some important business and personal goals and I wanted to know what they perceived as the obstacles. Because, in our own way,…

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Scripts – are they a help or a hindrance?

Going back several years I was once asked by the PFS to speak at the regional conferences on ‘How to make an effective elevator pitch’. In case you don’t know, an elevator pitch is a script you learn to describe your business. It is supposed to be clever, engaging and pre-rehearsed so that it just…

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