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 three levels of value creation

“If you don’t like change, you’re going to like irrelevance even less.” General Eric Shinseki, Chief of Staff, U. S. Army The primary function of a business is to create value and I would imagine that everyone would agree that it is vitally important that our clients experience the highest value possible from what we…

Read More >

The ‘I’ll be happy when’ trap

One of life’s illusions is that the attainment of a particular goal, whatever that may be, will provide us with the happiness, fulfilment and peace of mind that we want. It is an easy trap to fall into. James was an adviser I worked with who wanted to grow his practice and bring more clients…

Read More >

Stay in the world of your client

Several years ago I was fortunate enough to come across and even get to train a couple of times with the great Steve Chandler. Steve has written over thirty books and is a world famous success coach to high-achieving business people, CEO’s, best-selling authors and Fortune 500 companies. For me, Steve is by far the…

Read More >

The hidden secret of effective business building

“Why is it that with all the information available today on how to be successful in small business, so few people really are?” Michael Gerber When it comes to building a better business and one that provides more of the rewards that you want there are two kinds of change required – visible change and…

Read More >

The inner game of trust

          Many people experience a great deal of insecurity around money and feel apprehensive when faced with talking about the future. Therefore, engaging the services of a financial adviser is not something that most people will take lightly. From an advisers perspective gaining sufficient trust to have clients engage with them…

Read More >

Get off the safe ground

“You have to take risks. We will only understand the miracle of life fully when we allow the unexpected to happen.” Paulo Coelho As a financial practitioner it is easy to only talk to your clients about products, investments and financial matters. Why? Because it is comfortable for you. It is where you feel safe.…

Read More >

Welcome

The Client-centred adviser blog shares materials on the ultimate source of potential, performance and what is at the very core of being Client-centred. Please feel free to explore, consider for yourself and benefit from the ideas.

Read More >