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.

Why vulnerability is the key to exceptional client relationships

What is the one thing that stops advisers engaging their clients in deeper, emotionally engaging conversations?
It is vulnerability or rather the fear of being vulnerable.
If we take a conversation into unchartered territory, we are afraid of what we might find. We are afraid that we may not be able to handle the responses we might get.
And so we stick to what we know and in doing so we by-pass the opportunity for real connection.

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Telling clients your truth

Building a thriving practice, based on making a bigger difference to clients has many aspects to it.

One of the most fundamental is that client relationships are based on truth. It can feel uncomfortable (at first) to share your truth with clients and allow them to do the same with you.

Yet what is the alternative?

This article was inspired by a conversation I had with a client and has led to them creating more powerful relationships with several clients.

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Do you want highly motivated clients?

Do you want clients that are…? highly motivated to work with you. highly motivated to follow through on the tasks that you need them to do. highly motivated to take the actions necessary to achieve their goals.  Rather than these being qualities that some people have, and others do not, it is far more useful…

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How easy are you to do business with?

If you were in conversation with a potential client what is most likely to be the best question you could be asked? “So, how do we work together?” That would take some beating, wouldn’t it? There are still several things that need to happen, but it tells you that you are having an impact. An essential…

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Do you love what you do?

Going back a while I was invited to speak at an event for advisers at The Etihad stadium in Manchester. I spoke about creating better client engagement through being curious about what it is that clients want from life rather than just focusing on products and investments. After my presentation had finished there was a…

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The best way to build unshakeable trust with clients

Many people experience a great deal of insecurity around their finances and feel apprehensive when faced with talking about the future.  Therefore, engaging the services of a financial planner is not something that most people will take lightly.  An experienced planner once said to me that it takes a great deal of courage for a…

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Getting out of your own way

I was recently in conversation with a client and he said to me that the next month at work was going to be difficult. So, I asked him why he thought that and he explained that several staff were due to be away on training and this was going to create all sorts of problems…

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The 7 keys to inspiring, highly productive client meetings

Several people have mentioned to me recently that they do not find client meetings over Zoom nearly as good as face to face meetings. Whilst I understand that meeting face to face is what most advisers have been used to there is no reason that Zoom meetings cannot be inspiring and highly productive. Whether face…

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One word to prosperity

I was recently speaking with a client who wants to build her practice. She had spent good money on a website, hired a designer to create a brand, and was working with a digital marketing agency to get her message ‘out there’. The only thing was that her practice was not growing. This is not…

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Shoulder Taps

The impact you can have on another human being has a lot to do with how much you realise you can impact them. How do you see your role as an adviser? You can operate at the level of arranging transactions, you can see yourself as providing a service or you can realise there is…

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