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.

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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What is the highest value your clients can get from you?

A few years ago, I attended a conference in Oslo and one of my memories is of Dr. Aaron Turner making a particularly powerful point. Aaron shared a story about a time he was holidaying in Hawaii with his family. They were spending some time on the beach and he was standing in the sea…

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The power of simplicity in a world of complexity

The human intellectual mind loves to make things complex. And this is just as true in the financial world as anywhere else. We could have a much simpler tax system – but we choose not to. We could vastly simplify pensions – but we choose not to. We could make financial products and investments simpler…

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How to stay centred in turbulent times

As you know things have escalated rapidly with the Coronavirus situation. Very few of us will remain unaffected and most of us are having to make significant adjustments to our lives. *We have lost our freedom to travel and in some cases are having to self-isolate. *The markets have tumbled. *There are real implications for…

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Financial planning is NOT simply about your client’s goals

Do you want to vastly improve your client outcomes from your next client meeting? To master exploring ‘the goal behind the goal’ is a learning curve.

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Should you be coaching your clients?

Coaching happens within a conversation and strong powerful conversations are about being fully present, listening deeply and asking questions.

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Becoming a more powerful influencer

Something that looks true to me is that in the world of financial advising there are lots of excellent technicians and yet few highly effective influencers. What is a highly effective influencer? It’s someone who is a powerful catalyst for positive, beneficial change in a client. Your client thinks, feels and behaves differently as a…

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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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