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.

No pressure selling and influence part 2

“If the only thing people learned was not to be afraid of their experience, that alone would change the world.” Sydney Banks Being a powerful influencer is a vital aspect of your role with clients and yet it is something that advisers can be uncomfortable with. In part 1 of this article we looked at the…

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No pressure selling and influence part 1

“This is what it means to serve: improving another’s life and, in turn, improving the world.” Daniel H. Pink, To Sell Is Human: The Surprising Truth About Moving Others Being an effective influencer and confidently selling your services are essential skills if you want to build a thriving practice based upon getting great results for your…

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The more present you are, the more presence you have

A few years ago I read a book called ‘Clients Forever’ by Doug Carter. He very wisely points out that real value is created when clients have a revelation, an ‘ah-ha’ moment or an insight. This is when they see something new or differently and this is important because people always buy or take action…

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Want clients for life? The one thing you MUST do

Here is a recent experience one of my financial planner clients, Phil, shared with me. A business owner, Trevor, had worked extremely hard to build a successful enterprise, which included him working every Saturday. Now the business had been established for several years he could easily cut back his hours to spend more time with…

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Good advice is useless without leadership

There is a famous story about a woman visiting Gandhi with her young son. She and her son had travelled a long way and when they eventually got their chance to speak with him he asked how he could help and the woman said “My son eats far too much sugar, can you tell him…

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Qualified Financial Planner – but holding back?

About 18 months ago I published an article titled ‘Qualified Financial Planner – but holding back?’. The inspiration for the piece was actually a friend of mine who’s an adviser. He had work really hard to get his financial planning qualifications and yet he wasn’t putting into practice any of what he’d learned. He was…

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A crucial key to effortless influence

Jacques Prevert  a French poet, once walked by a blind beggar who had a sign next to him that read… “Blind Man without a pension.” He asked the man how he was doing, and the blind man replied… “Very badly, no one is making any donations.” Jacques picked up the man’s sign and changed what…

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My favourite Einstein quote and why it matters

There aren’t that many true bona fide geniuses, past or present, but Albert Einstein was certainly in that category. Apart from his work in the field of physics his insight and clarity into how the human mind works were extraordinary too. My favourite quote attributed to Einstein’s is: “We cannot solve our problems with the…

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Giving financial advice – 3 important steps

You no doubt put a great deal of time and effort into creating precisely the right advice for your clients but this alone does not guarantee it will be accepted and followed. After working with a number of advisers on this subject we helped them implement three easy but important steps that significantly increased the buy-in from clients –…

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The Impact Factor

“What can I change or add to my product or service that will make this even more attractive, and compelling and irresistible?” 100 ways to create wealth by Steve Chandler and Sam Beckford Dan, is a financial planner who has been in business 7 years and very much wants to build his practice and increase…

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