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.

Qualified financial planner – but holding back?

Just recently I had lunch with an adviser friend of mine and he revealed to me that despite becoming a certified financial planner five years ago, regularly attending meetings and events for planners and wanting to only offer a financial planning service he is not actually doing it. He said that he was still only…

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Being is the new doing

“No problem can be solved from the same level of consciousness that created it.” Albert Einstein In this wonderful age of information, gadgetry and technology you might imagine that we would all be exceptionally productive and, importantly, happy and satisfied with what we get done. But is this really the case? There is no doubt…

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The real problem with fee charging (and it is never about the money)

Fees and fee charging are now a fact of life for financial professionals and yet it seems to be an area that creates far more challenges than is necessary. Common questions that come up for advisers are: What to charge for? What to actually charge? How to charge? When to ask for the money? How…

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Selling your services – are you pushing or pulling?

‘To effectively engage someone, you must be operating from a higher level of consciousness than the other person at that moment’. Garrett Kramer, Stillpower At a time when consumers have more choice, are more demanding and less tolerant of being placed under any kind of negative pressure it has never been more important to up…

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Do you want more of the right clients?

An area that many advisers seem to find challenging is finding and engaging enough of the right clients. Naturally, there is a great deal of information and advice available in this area, however, if you feel you have diligently tried to find out what to do and yet continue to struggle then this article will…

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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…

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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…

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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…

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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…

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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…

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