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.

How to have bigger impact with clients

How much impact am I having? This is a great question to reflect upon when it comes to your client relationships. Whether you have just met someone new or have been working with someone for a decade or longer the amount of impact we are having in that person’s life seems really important to me….

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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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Deep rapport and why it matters

Rapport is the presence of harmony, trust, and cooperation between people. It is like the oil in the machine of a relationship – without it things will soon grind to a halt. The thing about rapport is that it exists on different levels. What is fine for a superficial, transactional relationship will be insufficient when…

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