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.

Do you ever get in your own way? Here is how to stop

What is it that gets in the way of accomplishing your most desired goals and objectives? Of course, there are often external obstacles to navigate, maybe things that you did not anticipate, tasks you do not yet possess the level of skill for, or creating the time required. But these are rarely what really stop…

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Simple questions formula

Effective, heartfelt communication is a natural consequence of a free and present state of mind.

This is why trying to use techniques so often diminishes the potential rather than improving it.

Questions are a great example.
Trying to memorise a question or a series of questions will more than likely work against you rather than for you.

So, what can you do?

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The timeless wisdom of Charlie Munger

Charlie Munger (now 97 years young) is a billionaire businessman, vice chairman of Berkshire Hathaway and business partner of Warren Buffett, one of the greatest investors of all time. There is a short video clip of Charlie being interviewed on CNBC and he shares some valuable insights. He is asked about the secret to a…

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What use is good advice without strong 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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How to have bigger impact with clients

How much impact am I having? This is a great question to reflect upon when it comes to your client relationships. Whether you have just met someone new or have been working with someone for a decade or longer the amount of impact we are having in that person’s life seems really important to me….

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The two styles of selling and why one of them is toxic

Although you could fill a small library with books on selling it seems to me that there are two distinct styles.  You could call these pushing and pulling and here is how they contrast. Pushing is based upon trying to persuade, convince or entice someone into buying a product or service. It often involves ‘pitching’…

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Who are the advisers of the future?

Going back to when I became a self-employed financial adviser in 1991 it was a sales role. I had my one week of training and then was expected to go out and make money immediately. This is why the attrition rate was so appallingly low. Oh, how things have changed! With increased regulation and professional…

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When is my client ready for deeper conversations?

A question that comes up from time to time from advisers is ‘When is my client ready for deeper conversations?’ A typical scenario is that the adviser has a transactional relationship with a client and wants to shift to a financial planning relationship. This question arises because there is a concern within the adviser about…

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10 books to nourish your spirit

How do you get the best from yourself without burning out?
Organisations are beginning to realise that to get the best from their people a far more rounded approach is required. This is evidenced through articles such as ‘The Making of a corporate athlete’ in ‘The Harvard Business Review’ and ‘Increasing the meaning quotient of work’ by McKinsey.

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Getting the impossible things done

Do you want to get things done? By this I do not mean your day-to-day routine work. I mean projects that are significant accomplishments in your life. What is on your ‘impossible’ list? *Writing the book you have always wanted to write? *Completely re-engineering your business? *Learning a new skill or ability? *Creating financial security?…

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