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.

Why vulnerability is the key to exceptional client relationships

What is the one thing that stops advisers engaging their clients in deeper, emotionally engaging conversations?
It is vulnerability or rather the fear of being vulnerable.
If we take a conversation into unchartered territory, we are afraid of what we might find. We are afraid that we may not be able to handle the responses we might get.
And so we stick to what we know and in doing so we by-pass the opportunity for real connection.

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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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Do you want highly motivated clients?

Do you want clients that are…? highly motivated to work with you. highly motivated to follow through on the tasks that you need them to do. highly motivated to take the actions necessary to achieve their goals.  Rather than these being qualities that some people have, and others do not, it is far more useful…

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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. After my presentation had finished there was a…

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Getting out of your own way

I was recently in conversation with a client and he said to me that the next month at work was going to be difficult. So, I asked him why he thought that and he explained that several staff were due to be away on training and this was going to create all sorts of problems…

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The 7 keys to inspiring, highly productive client meetings

Several people have mentioned to me recently that they do not find client meetings over Zoom nearly as good as face to face meetings. Whilst I understand that meeting face to face is what most advisers have been used to there is no reason that Zoom meetings cannot be inspiring and highly productive. Whether face…

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The three roles of an adviser

I once had a client who was a top orthopaedic surgeon. We talked about what he did with his working hours and his time was always arranged around his narrow band of expertise. He spent time in theatre working on patients. He met with patients to consult and advise them. He also spent time keeping…

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What has spirituality got to do with financial planning?

A while back I was speaking with a financial planner and our conversation turned to what it is that clients really want. Although I had not used the ‘S’ word he suddenly looked at me like I had grown three heads and said in an aghast tone, “Are you talking about spirituality!”  Ok, I get…

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