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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.

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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10 powerful ways a financial planner can deeply serve clients from the first moment
How can you begin to deeply serve a client from the very first moment? When meeting with a potential client there are likely to be at least three important questions on their mind: 1. Do I like them? 2. Can I trust them? 3. Can they help me?
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Do you hate selling financial planning? Discover the two shifts that change everything
Do you love working with your existing clients but hate selling? If so, you would not be alone. Yet rather than enduring this essential aspect of being a financial planner what if you could learn to love what is often perceived as the hard part? If this is you then...
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4 ways to create massive value financial planning meetings
What do clients want most of all? Do you want to create massive value financial planning meetings at every opportunity? One of the challenges in any long-term financial planning relationship is keeping it fresh, inspiring, and avoiding it becoming stale. In this article I explore how value is created and...
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What are the three roles of a lifestyle financial planner?
Do you ever find your role as a lifestyle financial planner being overly complex? Would you like it to be simpler, more productive, and more rewarding? If so, this article considers that there are only three core roles of a lifestyle financial planner.
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How to successfully sell financial planning
Genuine financial planning is very different from providing purely transactional financial advice. So, how you sell financial planning is a different kind of conversation too. Would you like it to be easier to sell financial planning engagements?
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Why is client well-being increasingly on the agenda for financial planners?
Client well-being is fast rising up the agenda for financial planners. Why is this and is it something you should be focusing upon with your clients? In this article I explore why financial planners and advisers are increasingly focusing upon the well-being of their clients.
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Asking essential financial planning questions: the ones that no one else thinks to ask
This article looks at an important aspect of asking financial planning questions that often get neglected. Often, financial advice is triggered when something happens or is going to happens in a client’s life. For instance, the sale of a business, divorce, or an upcoming retirement.
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How financial planners can build instant trust with clients
As a financial planner building instant trust with clients is one of the biggest obstacles you will need to overcome. This article looks at a different yet highly effective approach.
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The three types of financial planning client
There are three types of financial planning client you can build your practice around. And because the three types are defined by what the client values, it can make a massive difference to the quality of your business.
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Are your financial planning conversations too nice?
What is the difference between a financial advisory conversation and a financial planning conversation?
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Should Financial Planners stop talking about retirement?
Why should financial planners choose their language carefully in their financial planning conversations with clients?
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Understanding your client’s world – key number 1
Financial Advice is so often delivered in very unimaginative ways that has little difference to how the majority of practitioners deliver it.
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A simple financial planning 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...
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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...
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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…
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The one thing that will help your financial planning business prosper
How do I get my financial advisory practice off the ground? How do I get more clients to notice my financial planning services? If you’ve done all the things you’re supposed to do from a marketing sense to entice new clients with no luck, it could be time to take...
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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...
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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...
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Financial planning is about more than your client’s goals
Do you want to vastly improve your client outcomes from your next client meeting? To master exploring ‘the goal behind the goal’ is a learning curve.
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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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01580 753770

MOBILE
07860 682530

EMAIL
john@clientcentredadvisers.com

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