Twitter Linkedin
Twitter Linkedin

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 12 Client-centred mind shifts – part 3
Have you ever considered what creates the very highest value for your financial planning clients? I am going to suggest it is not, important as they are, the financial arrangements you recommend and put in place for them. No. It is their own mind shifts.
READ MORE >
The 8 keys to inspiring financial planning meetings every time!
There are specific and predictable keys that result in inspiring financial planning meetings every time. And by paying attention and making consistent progress with each key, you are: 1. No longer leaving the quality of your meetings to chance. 2. Raising the bar to an exceptionally high level. In this...
READ MORE >
The 12 client-centred mind shifts – part 2
You almost certainly have clients that are worried about their finances, what might happen in future, and if they are doing the right things. We are living in challenging times. Some advisers avoid their clients at times like this. They don’t want to tell them their investments have gone down...
READ MORE >
The twelve client-centred mind shifts – part 1
You have worked hard to become a qualified financial professional. You are making a difference in the lives of your clients and your business is steady. This is a big, well-deserved success and there is much to celebrate. Yet at this stage you might also pause, reflect, and ask yourself,...
READ MORE >
What is the biggest factor in successful financial planning?
Just recently I read an article by a financial planner who said that a client’s financial success comes down to the advice they get or don’t get. This article explores why this will rarely be the case and what really creates successful financial planning.
READ MORE >
What makes a client want to engage a financial planner?
A successful financial planner I work with remarked to me that no one ever approaches him for a financial planning engagement. Instead, there is usually a trigger event that leads a client to thinking they want a financial product, financial issue solved, or investment advice. So, how do you shift...
READ MORE >

SEARCH BLOG

RECENT POSTS

BLOG CATEGORIES

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.

TELEPHONE
01580 753770

MOBILE
07860 682530

EMAIL
john@clientcentredadvisers.com

Copyright © 2021 Dashfield Coaching and Development LTD

Privacy Policy & Cookie Control