The Client-centred Blog

Financial planners: the harder you try to prove your value, the less of it clients feel

Have you ever found yourself trying to prove your value to a client?

If you have, you’re not alone and I’m sure we’ve all done it.

But here’s the uncomfortable truth:

The moment you start trying to prove your value… you begin to lose it.

Where the need to prove yourself really comes from

Many advisers, often without realising it operate from a quiet belief:

“The client is buying me.”

And if they’re buying you, then of course you need to impress and get it right.

But that belief comes with a cost.

Because it’s rooted in fear. And fear does something very predictable – it turns your attention inward.

So, instead of being with the client, you become preoccupied with yourself.

You start internally asking questions like:

*How am I coming across?

*Do they like me?

*Am I saying the right things?

*Is this going well?

It feels subtle but it changes everything.

What clients actually experience in that moment

When your attention turns inward, the client feels it. Whether they can explain it or not.

And the impact becomes the opposite of what you intended.

Trying to be impressive tends to:

*Lower the quality of your listening

*Create subtle defensiveness in the other person

*Reduce trust and genuine rapport

*Make it less likely the client will open up

In other words, the more you try to “win them over,” the less safe they feel.

And when people don’t feel safe, they don’t engage.

Why credentials don’t solve this

I once shared an office with an adviser who had more qualifications than most people could name.

He believed those credentials would win him clients. But his client relationships stayed surface-level.

Clients didn’t warm to him in the way he hoped.

And it puzzled him.

Because when he wasn’t trying to ‘perform’,” he was naturally likeable and easy to be around. 

But the moment he stepped into a client conversation, something shifted.

He tightened up and began to try too hard to be “professional.”

And in doing so, became less human.

That, not his qualifications were the real problem.

What clients are really looking for

In ‘The Trusted Advisor‘, the authors make a simple but powerful point:

“Since clients are often anxious and uncertain, they are, above all, looking for someone who will provide reassurance, calm their fears, and inspire confidence.”

They’re not looking for your technical brilliance, to be wowed by your knowledge, or some kind of perfection.

As much as anything they’re looking for someone they can feel cares about them, which doesn’t come from someone trying to prove themselves. 

It comes from someone who is fully present.

The shift that changes everything

If you want clients to feel your value, stop trying to demonstrate it.

Instead, completely remove yourself from the centre of the conversation.

Bring your attention back to one thing:

The person in front of you:

*What matters to them?

*What are they worried about?

*What do they really want their life to look like?

When a client feels deeply seen, heard, and understood, something powerful happens.

They relax, open up, and they trust you.

And from that place, your value becomes obvious, without you ever needing to prove it.

PS. What is the first thing a client buys? Click here.

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