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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.

If being chartered is so great, where are all the clients?
You have put blood, sweat, and tears into becoming chartered. Or you are on the way. You want to do great work for your clients, build your practice, and deservedly create your own wealth along the way. But where are all the clients?
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Should you take notes in a financial planning meeting?
What is the right approach to note taking in financial planning meetings? This is a question that often comes up in my coaching programmes with financial planners. So, let’s take a closer look.
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What is the true value of a financial adviser in turbulent times?
The last thing that brought our minds into sharp focus of how unforeseen event can change our lives was covid. That was until Donald Trump imposed trade tariffs. The result being that the world’s stock markets have fallen sharply and may fall further still. As a financial professional you are...
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The little understood power of the present moment
In a world where we seem to be so focused upon ‘doing’ it is so easy to forget that it’s our state of mind that determines the quality of our actions, depth of impact, and overall quality of our life experience. For instance, I realised: *To truly connect with other...
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Are you driven or drawn? Discovering the effortless path to success
We are led to believe that to achieve success, we need to strive and work hard; and that upon reaching our goals, we’ll find peace and happiness. But this is all being driven by fear. The flip-side to that is love, and when we are operating from this space, life...
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The importance of empathy in financial planning
One of the most important aspects of successful financial planning is the feeling of human connection between you and your client. Without that feeling of human connection the financial planning process is more likely to fail to come to life and be meaningful.
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Listening is a super power
Perhaps the most underrated skill for a financial planner or adviser is listening. Is there anything more important? I appreciate that you need to know what you are talking about. Yet this is a given, isn’t it?
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Why elevator pitches don’t work
What prompted me to write this article about elevator pitches was reading an article published by Asana. It said: “A good elevator pitch can be the difference between landing your next big opportunity or falling short of the competition.” Really? Does this stack up?
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My favourite Warren Buffett quote and why it matters
Warren Buffett is one of the most successful investors of all time and one of the world’s wealthiest individuals. He also has some very astute observations about life. My favourite is his observation that: ‘Busy is the new stupid.’ One time he was in discussion with another super successful person,...
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A simple guide to living in flow
Would you like to spend far more of your time in a state of ‘flow’? Flow is the experience of being totally absorbed in the moment, when time seems to stand still, and nothing else seems to matter. I was reading about the legendary tennis player Billie Jean King and...
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Giving financial advice – 3 important steps
You no doubt put a great deal of time and effort into creating high quality advice for your clients. Yet this alone does not guarantee it will be accepted and followed.
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The two styles of selling and why one of them is toxic
Although you could fill a small library with books on selling it seems to me that there are two distinct styles. You could call these pushing and pulling and here is how they contrast. Pushing is based upon trying to persuade, convince or entice someone into buying a product or...
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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...
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Why mental clarity is the biggest game in town
Imagine someone who absolutely needs to be in the moment. For safety's sake. Say someone like a surfer who is out there in the ocean hanging ten. Picture this surfer riding a huge wave. Can you see how thoughts don't help the surfer? What's the surfer doing? Paying attention to...
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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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