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.

Working ONLY with wonderful clients – the two essential questions

The very first stage of a new client relationship is connecting with someone. They may get in touch with you. You may get in touch with them. Whichever it is the next stage is that you invite them into a conversation. Conversations are the most important aspect of building your practice because without these, nothing…

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Why mental clarity is the biggest game in town

Imagine someone who absolutely needs to be in the moment. For safety’s sake. Say someone like a surfer who is out there in the ocean hanging ten. Picture this surfer riding a huge wave. Can you see how thoughts don’t help the surfer? What’s the surfer doing? Paying attention to the wave! Information about what…

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Never be derailed by adversity again

There is no question that many, if not most, businesses have been severely affected by the lock-down. For instance, if you are a retail outfit then you have had no choice but to keep your doors shut. A similar situation with restaurants and bars. Advisory firms have been unable to operate as normal. It has…

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What is the highest value your clients can get from you?

A few years ago, I attended a conference in Oslo and one of my memories is of Dr. Aaron Turner making a particularly powerful point. Aaron shared a story about a time he was holidaying in Hawaii with his family. They were spending some time on the beach and he was standing in the sea…

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The power of simplicity in a world of complexity

The human intellectual mind loves to make things complex. And this is just as true in the financial world as anywhere else. We could have a much simpler tax system – but we choose not to. We could vastly simplify pensions – but we choose not to. We could make financial products and investments simpler…

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The miracle of time and attention

“When you learn to stop stopping you will achieve virtually any goal you ever set.” Dusan Djukich, Straight Line Leadership The path to the accomplishment of a goal is rarely a straight one. It is perfectly normal to go ‘off course’ because how can we anticipate everything that can happen in future before it has…

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Are you ‘sharpening the saw’?

In Stephen Covey’s book, ‘The 7 habits of highly effective people’ he shares an analogy: Suppose you were to come across someone in the woods working feverishly to saw down a tree. “What are you doing?” you ask. “Can’t you see?” comes the impatient reply. “I’m sawing down this tree.” “You look exhausted!” you exclaim….

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There is an easier way to do life

The world we live in consists of the visible and the invisible. The form and the formless. The finite and the infinite. The business world focuses almost exclusively on the visible, the form and the finite. If you want to improve results in any area – marketing, sales, leadership, management, communications, innovation – there is…

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Getting new clients – the only obstacle

It seems that the process of acquiring clients is the number one challenge for many advisers (and most other professional services businesses too). Why is it such a challenge? It is not for the reasons that most people think. I was working with a client who was based in South London and he told me…

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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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