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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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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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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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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Keeping your hand out of the jar

In Africa there is a technique that hunters use to catch monkeys. Ordinarily, because monkeys are intelligent and cunning, they are extremely hard to trap but there is a way. A small jar with a certain size neck is placed where the monkeys frequent and inside the jar are placed the monkeys favourite nuts. The…

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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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Deep rapport and why it matters

Rapport is the presence of harmony, trust, and cooperation between people. It is like the oil in the machine of a relationship – without it things will soon grind to a halt. The thing about rapport is that it exists on different levels. What is fine for a superficial, transactional relationship will be insufficient when…

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Dealing with difficult people

Have you ever encountered a difficult person? Maybe you have a client, co-worker or employee who you think about in this way? I was on a coaching call with a client recently and he recounted a situation with an employee. This employee had behaved in such a way that there was potential for disciplinary proceedings….

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Living your life’s purpose

I was an enthusiastic devourer of self-help and personal development material for well over twenty years, although I have now been in healthy recovery for nine years. During my addiction I always noticed how much material there is on finding your life’s purpose and it continues to be a popular topic. There are many people…

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