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.

When is my client ready for deeper conversations?

A question that comes up from time to time from advisers is ‘When is my client ready for deeper conversations?’ A typical scenario is that the adviser has a transactional relationship with a client and wants to shift to a financial planning relationship. This question arises because there is a concern within the adviser about…

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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,…

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