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.

Is over-thinking your barrier to a more wonderful life?

My good friend Alex Manzi created a popular podcast called Dreamers Disease where he interviews inspirational guests about what they do, why they do it and their motivations. A few weeks ago we met up for a coffee and came up with idea of sending his subscribers a couple of questions and then using their…

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The biggest lie that holds you back

Do you know what the biggest lie we tell ourselves is? I cannot change. This false belief is at the core of why so many people get stuck in a rut, living out the same old thinking and behavioural habits, often for years. It is also apparent that one of the most common, if not…

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Great people skills – in an instant!

Well over 20 years ago, back when I was an adviser, I had a brilliant yet unintended lesson from a far more experienced adviser. A client of mine had a rather large pension pot (he was a successful futures trader back in the days when there was a real trading pit) and wanted some advice…

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Your ultimate competitive advantage

I recently read about a study that revealed that most businesses lose, in profits, around 25 to 30 percent of their annual sales figure due to something called ‘COPQ’ – the cost of poor quality. Where does ‘COPQ’ originate? It comes from good, caring and intelligent people making mistakes, errors of judgement and doing things…

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The information delusion

I moved offices recently and it was a wonderful opportunity to have a proper clear-out and throw out what I no longer needed. On one shelf there was a large pile of notes and papers and as I began to go through them I realised they were all from the various conferences, events and seminars…

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Who pushes your buttons?

One fine sunny day Theresa was driving down the M20 towards the south coast with her friend Gavin, enjoying the conversation. That was until another car, driven by Jean-Claude, overtook and cut dangerously across Theresa causing her to brake hard. Theresa was not going to let him get away with that! She stamped hard on…

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Quick guide: Get more of your best thinking

There are many factors involved in the process of creating, running and continually improving your business. Getting clients, servicing them, building an infrastructure, innovating, responding to changes… Success in any of these activities is under-pinned by the quality of thinking that is brought to each one. A client and I were talking about this and…

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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 article we looked at the…

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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 getting great results for your…

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Want clients for life? The one thing you MUST do

Here is a recent experience one of my financial planner clients, Phil, shared with me. A business owner, Trevor, had worked extremely hard to build a successful enterprise, which included him working every Saturday. Now the business had been established for several years he could easily cut back his hours to spend more time with…

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