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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.

The most popular client-centred blog posts of 2023
What have financial planners and advisers been most interested in over the past year? The following are my most popular client-centred blog posts of 2023.
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Creating a client centred culture, not a numbers driven one
Do you lead a team of people? Do you want to get the best from them but avoid the downsides of pushing them too hard? It has often been said that 'an organisations greatest asset is its people'. I believe this has to be true because without people there is...
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Effective client acquisition – what do you say after ‘Hello’?
A useful realisation to have, as a professional service provider, is that people do not buy what we do. What we do is always a bridge to something of more substance. For example, in my business, the end result that people want is not coaching or learning how to think...
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Why advisers shouldn’t avoid challenging their clients
Although the term 'sales' can have negative connotations these days, if you are providing a professional service then engaging new clients and re-engaging existing ones is often an important part of your business. So, what can give you a significant advantage? A while back I came across some research that...
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The Power Of Vulnerability
As a financial practitioner it is easy to only talk to your clients about products, investments and financial matters. Why? Because it is comfortable for you. It is where you feel safe. It is what you know about. But this isn’t where the real juice in the relationship is –...
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Resilience – The essential key to suffering less and accomplishing more
Have you noticed how resilience has become a hot topic in business? There are TED talks on it, it is being written about in the Harvard Business Review and organisations are beginning to realise that high resilience levels are a major factor in creating sustainable success. Often, the most successful...
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No pressure selling and influence part 2
“If the only thing people learned was not to be afraid of their experience, that alone would change the world.” Sydney Banks Being a powerful influencer is a vital aspect of your role with clients and yet it is something that advisers can be uncomfortable with. In part 1 of this...
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No pressure selling and influence part 1
“This is what it means to serve: improving another’s life and, in turn, improving the world.” Daniel H. Pink, To Sell Is Human: The Surprising Truth About Moving Others Being an effective influencer and confidently selling your services are essential skills if you want to build a thriving practice based upon...
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Good advice is useless without 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...
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A crucial key to effortless influence
Jacques Prevert  a French poet, once walked by a blind beggar who had a sign next to him that read... "Blind Man without a pension." He asked the man how he was doing, and the blind man replied... "Very badly, no one is making any donations." Jacques picked up the...
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What can we learn from doctors who get sued?
Would you like to build even stronger, more productive relationships with your clients and deliver more value than ever before? Although technical knowledge seems to have taken precedence over everything else for advisers in recent years, what use is it if an adviser is not able to combine what they...
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Qualified financial planner – but holding back?
Just recently I had lunch with an adviser friend of mine and he revealed to me that despite becoming a certified financial planner five years ago, regularly attending meetings and events for planners and wanting to only offer a financial planning service he is not actually doing it. He said...
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The three levels of value creation
"If you don’t like change, you’re going to like irrelevance even less.” General Eric Shinseki, Chief of Staff, U. S. Army The primary function of a financial advice practice is to create value for its clients. So, I would imagine that everyone would agree that it is vitally important that...
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The inner game of trust
          Many people experience a great deal of insecurity around money and feel apprehensive when faced with talking about the future. Therefore, engaging the services of a financial adviser is not something that most people will take lightly. From an advisers perspective gaining sufficient trust to...
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Get off the safe ground
“You have to take risks. We will only understand the miracle of life fully when we allow the unexpected to happen.” Paulo Coelho As a financial practitioner it is easy to only talk to your clients about products, investments and financial matters. Why? Because it is comfortable for you. It...
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ABOUT THE AUTHOR

John Dashfield spent 14 years as a self-employed adviser. Since 2006 he has been a coach, mentor and author helping advisers create transformations in their business and personal lives.

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01580 753770

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07860 682530

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john@clientcentredadvisers.com

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