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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.

Get paid not to stop

How it looks to me is that a significant element of the financial services business still believes that the value for clients is all in the transaction. Why else would ‘advice’ be offered for free? Only this week I saw an advertisement from a product provider offering ‘free advice’. The provider places no value on…

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Scripts – are they a help or a hindrance?

Going back several years I was once asked by the PFS to speak at the regional conferences on ‘How to make an effective elevator pitch’. In case you don’t know, an elevator pitch is a script you learn to describe your business. It is supposed to be clever, engaging and pre-rehearsed so that it just…

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Two emotions – which one do you operate from?

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 best…

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What’s controlling your life?

Deepak Chopra said: “What you pay attention to grows. If your attention is attracted to negative situations and emotions, then they will grow in your awareness.” What he points out is that when we worry about things it doesn’t improve the situation; it brings more of that thinking into our minds and this informs how…

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Why clients won’t open up and tell you everything

A while back I gave a series of presentations to advisers titled ‘Creating a transformational client experience’. One of the recurring questions that came up was: How do I get clients to open up to me? ‘How’ is a process word and I think what people assume is that there is some kind of technique…

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This will skyrocket your ability to influence

We live in a world that talks far too much and listens far too little. People love to tell other people their opinions, ideas or just what happens to be on their mind. It seems that most people want to be interesting rather than interested. As a professional person, being able to effectively influence others…

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The key to successful client presentations

When presenting your financial plan and solutions to a client you want them to be in a highly receptive state and eager to listen to you, don’t you? But the process begins long before you get to this point. Just recently I had lunch with a friend who was telling me about her latest business…

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The invisible side of client engagement

Client engagement seems to be a bit of a buzz term at the moment and yet what it is and how you achieve it is still widely misunderstood. Ultimately, advancing technology will see to it that face to face advice must offer more than a purely transactional, product-based service if it is to turn a…

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The danger of making assumptions

We probably all like to believe we are open-minded and do not make too many assumptions about other people. Yet this is something I must continually question myself and reflect on, in my work with clients. It is so easy to apply our model of the world to other people and I know if I…

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What are (great) clients really paying for?

Patsy Rodenburg is one of the world’s leading acting and voice coaches, having worked with many famous names including Judi Dench, Ralph Fiennes, Daniel Day-Lewis and many others. She has also very successfully taken her work into the business environment, helping people to operate from what she calls second circle. The basis of her work…

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