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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.

Understanding your client’s world – key number 1
Financial Advice is so often delivered in very unimaginative ways that has little difference to how the majority of practitioners deliver it.
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Can coaching really help your career as a financial planner?
Many years ago, I was attending a local PFS meeting and the speaker that afternoon was one of the most successful financial planners in the UK. He was someone I knew personally, and he had generously shown me round his business and how he ran it a few years before....
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Financial planning relationships – how to add massive long term value
No matter how long you have known your client what is the secret to continuing to add massive value? Imagine when you first meet a new client and the early period of your relationship. In the beginning…
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Financial planning – how to have clients sell it to themselves
You should never need to or try to sell financial planning to a client. When conversations are conducted in the right way the client will sell it to themselves and you will have no need to convince them of anything. In fact, trying to convince people is a mistake.
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Why challenging your clients is great for business
The key difference between an adviser who focuses upon doing purely transactional business and a ‘Trusted adviser’ is how the adviser is positioned in the mind of the client. A ‘Trusted Adviser’ is someone a client turns to for their advice, opinion, viewpoint, and even coaching on important aspects of...
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Dealing with Imposter Syndrome
Imposter syndrome is surprisingly common and in one form or another blights many people’s lives. The conventional approach on how to deal with it tends to centre on ‘how to’s’, but this is often unhelpful. Ultimately, it is a deeper realisation into our true nature that can see it dissolve...
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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.

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01580 753770

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07860 682530

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john@clientcentredadvisers.com

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