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.
What use is good advice without strong leadership?
There is a famous story about a woman visiting Gandhi with her young son. She and her son had travelled a long way and when they eventually got their chance to speak with him, he asked how he could help, and the woman said: “My son eats far too much sugar; can you tell him…
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…
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…
Should you be coaching your clients?
Coaching happens within a conversation and strong powerful conversations are about being fully present, listening deeply and asking questions.