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 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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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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Dealing with difficult people

Have you ever encountered a difficult person? Maybe you have a client, co-worker or employee who you think about in this way? I was on a coaching call with a client recently and he recounted a situation with an employee. This employee had behaved in such a way that there was potential for disciplinary proceedings….

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Never be derailed by adversity again

There is no question that many, if not most, businesses have been severely affected by the lock-down. For instance, if you are a retail outfit then you have had no choice but to keep your doors shut. A similar situation with restaurants and bars. Advisory firms have been unable to operate as normal. It has…

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The power of simplicity in a world of complexity

The human intellectual mind loves to make things complex. And this is just as true in the financial world as anywhere else. We could have a much simpler tax system – but we choose not to. We could vastly simplify pensions – but we choose not to. We could make financial products and investments simpler…

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There is an easier way to do life

The world we live in consists of the visible and the invisible. The form and the formless. The finite and the infinite. The business world focuses almost exclusively on the visible, the form and the finite. If you want to improve results in any area – marketing, sales, leadership, management, communications, innovation – there is…

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Getting new clients – the only obstacle

It seems that the process of acquiring clients is the number one challenge for many advisers (and most other professional services businesses too). Why is it such a challenge? It is not for the reasons that most people think. I was working with a client who was based in South London and he told me…

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Why I stopped meditating

“We are not human beings having a spiritual experience. We are spiritual beings having a human experience.” Pierre Teilhard de Chardin I remember becoming curious about meditation, probably twenty years ago or maybe even longer. Reading the local newspaper one day I saw that there was going to be a local talk on Transcendental Meditation…

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Opportunity is a state of mind

There is a story about two shoe salesmen from competing companies who are sent to Africa to assess the market for shoes. This took place at the turn of the century when Africa was just opening up as a market. Salesman One scouts around for a few days and then heads for the telegraph office…

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