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.

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 service. It often involves ‘pitching’…

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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 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.

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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…

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