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.
Effective, heartfelt communication is a natural consequence of a free and present state of mind.
This is why trying to use techniques so often diminishes the potential rather than improving it.
Questions are a great example.
Trying to memorise a question or a series of questions will more than likely work against you rather than for you.
So, what can you do?
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 service. It often involves ‘pitching’…
What is the one thing that stops advisers engaging their clients in deeper, emotionally engaging conversations?
It is vulnerability or rather the fear of being vulnerable.
If we take a conversation into unchartered territory, we are afraid of what we might find. We are afraid that we may not be able to handle the responses we might get.
And so we stick to what we know and in doing so we by-pass the opportunity for real connection.
Building a thriving practice, based on making a bigger difference to clients has many aspects to it.
One of the most fundamental is that client relationships are based on truth. It can feel uncomfortable (at first) to share your truth with clients and allow them to do the same with you.
Yet what is the alternative?
This article was inspired by a conversation I had with a client and has led to them creating more powerful relationships with several clients.
If you were in conversation with a potential client what is most likely to be the best question you could be asked? “So, how do we work together?” That would take some beating, wouldn’t it? There are still several things that need to happen, but it tells you that you are having an impact. An essential…
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…
Many people experience a great deal of insecurity around their finances and feel apprehensive when faced with talking about the future. Therefore, engaging the services of a financial planner is not something that most people will take lightly. An experienced planner once said to me that it takes a great deal of courage for a…
Context is the meaning created within a situation and it makes a massive difference. A favourite story of mine is from Jacques Prevert, a French poet. He 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,…
I was recently speaking with a client who wants to build her practice. She had spent good money on a website, hired a designer to create a brand, and was working with a digital marketing agency to get her message ‘out there’. The only thing was that her practice was not growing. This is not…
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…