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.
Simple questions formula
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?
Telling clients your truth
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.
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…
The best way to build unshakeable trust with clients
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…
The number 1 key to influencing your clients
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,…
One word to prosperity
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…
Taming your advice monster
If you are an adviser then surely your job is to give advice, right? Imagine this scenario. You meet with a client or potential client and you politely ask some questions, you listen and soon you can see exactly what the clients problem is and you know you can help them solve it. What you…
The three levels of client commitment
It seems to me that commitment is an essential ingredient for success. Not commitment as some form of hard discipline that you must force yourself to endure. But rather commitment as an inner knowing that, “I am doing this because I want to, it is important to me and worth the investment of what it…
Working ONLY with wonderful clients – the two essential questions
The very first stage of a new client relationship is connecting with someone. They may get in touch with you. You may get in touch with them. Whichever it is the next stage is that you invite them into a conversation. Conversations are the most important aspect of building your practice because without these, nothing…
Stop worrying about your value
Many practitioners seem to waste time worrying about their value. It is one of the reasons people take qualification after qualification. So they can feel worthy. I have often spoken with advisers who say things like, “I can’t go and speak to xxx (high net worth, professional connections, etc.) because I don’t have xxx qualification”)….