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.

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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How do you measure your success when life is completely unpredictable?

If there was one thing we learned in 2020 is that life is unpredictable. None of us really know what is going to happen in the next hour, day, week, or month, do we? We can make plans, set goals, have expectations and yet just as we have all recently experienced, we have little control…

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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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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 three roles of an adviser

I once had a client who was a top orthopaedic surgeon. We talked about what he did with his working hours and his time was always arranged around his narrow band of expertise. He spent time in theatre working on patients. He met with patients to consult and advise them. He also spent time keeping…

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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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Why regulation will never improve the public’s trust in Financial Services (and what can)

Most people I come across in Financial Services are caring, dedicated and highly professional people who do great work for their clients. On top of this a great many of those, like you, continually strive to improve and I have huge respect for this because it takes time, effort and is arduous as well as…

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Which screw to turn

There is a famous story about FedEx, the delivery company. In the US the central hub of the business is in Memphis, so all overnight packages go through here. One night the conveyer belt system suddenly stopped working bringing the business to a halt. It meant that the packages could not be distributed and the…

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Asking essential questions: the ones that no one else thinks to ask

Often, financial advice is triggered when something happens or is going to happens in a client’s life. For instance, the sale of a business, divorce, or an upcoming retirement. Financial advisers are used to dealing with the money but there is another aspect which is often neglected, and this is a huge disservice to the…

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