Jeremy Askew was fed up listening to trainers going on about the same familiar sales techniques. So Jeremy was intrigued to find out more when one of them told him that, if he wasn’t interested in hearing what they had to say, he could go and listen to “that bloke John Dashfield”.

After reading John’s book, The Client-Centred Financial Adviser, something struck a chord.

Annie Mason runs her own financial planning firm, Mason’s Wealth Associates, which is part of the St. James’s Place Partnership. She had identified that dealing with clients had historically been a purely transactional process. This didn’t sit well with her, and she felt increasingly unfulfilled and dissatisfied.

Dominic Baldwin was suffering from grief after his father’s death from pancreatic cancer 13 years ago. Only he didn’t realise it at the time.

On top of that, Dominic had just gone through a divorce, and felt constantly fatigued and disconnected from other people. He also wanted a quieter and more balanced life.

Rory Menmuir had always been looking to deepen his level of client service. While his technical knowledge and expertise was top-notch, he felt that there was a more profound and impactful way that he could work with his clients.

So after reading John’s book, The Client-Centred Financial Adviser, and hearing him speak at the Lifestyle Financial Planning Conference in Birmingham, Rory, a financial planner at Charles Stanley, decided to enroll in his six-week group programme.

Fulva Giust was always on the go, trying to get multiple jobs done at the same time, and struggled to slow down her thinking to focus on the task in front of her.

But, while listening to John as guest speaker at an event hosted by St James’s Place, she had a lightbulb moment. Fulva realised that this was what she was looking for – the ability to place her client firmly in the centre of her thinking.