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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.

Stress free goal setting for financial planners
What is your experience of goal setting? For me, I would set goals because it seemed like a good idea to know where I wanted to get to. Yet I found that, at times, the process could often become quite stressful. I have also heard many people share that this...
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A simple formula for making more money
Would you like your career as a financial planner or adviser to be more financially rewarding? I sometimes have conversations with advisers who are not enjoying what they do. Some even say they are thinking of leaving the business altogether. Often, at the root of this is that they are...
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The importance of relaxing your financial planning client
One of my financial planner clients made an astute observation when he said: “It takes a lot of courage for a client to meet with a financial planner.” He understands that when he first meets with a new client, or even an existing one, they may have a lot on...
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How to have a great first conversation 
The first conversation you have with a potential client sets the tone for everything that comes afterwards. Therefore, it is essential to make it a great conversation, meaning that the person feels listened to, understood, and completely trusts you.
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Client meetings: why speak from your heart and not just your head?
If you were forced to do just one activity in your business and had to relinquish all else, what would that one activity be? In my experience most advisers would say: “Spending my time meeting with clients.” Is this true for you?
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Be the casino, not the gambler
Are you happy in your job as a financial planner or adviser? I often speak with financial planners or advisers who feel stuck in a rut and want to reinvigorate their work.  Maybe they have been doing the same thing for a long while and simply want to change. Sometimes...
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My favourite Einstein quote and why it matters
One of the biggest challenges for a financial adviser is getting stuck on a plateau they cannot seem to move past. Can you think of a recurring problem or limitation in your business?
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The timeless wisdom of Charlie Munger
Charlie Munger (now 99 years young) is a billionaire businessman, vice chairman of Berkshire Hathaway and business partner of Warren Buffett, one of the greatest investors of all time. He is asked about the secret to a long and happy life, and he replies: …
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Twenty signs you are on the path to truly great financial planning
What is the difference between ‘average’ financial planners and those who become truly great at what they do? I have been reflecting on this question for a while now and wanted to share my thoughts on this with you. I think it begins with the ‘want to’. Do you truly...
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My favourite Warren Buffett quote and why it matters
Warren Buffett is one of the most successful investors of all time and one of the world’s wealthiest individuals. He also has some very astute observations about life. My favourite is his observation that: ‘Busy is the new stupid.’ One time he was in discussion with another super successful person,...
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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...
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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...
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Getting financial planning clients – the only obstacle
Getting financial planning clients is the number one challenge for many advisers. But why is it such a challenge? It is not for the reasons that most people think…
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Giving financial advice – 3 important steps
You no doubt put a great deal of time and effort into creating high quality advice for your clients. Yet this alone does not guarantee it will be accepted and followed.
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What does it really take to 10x grow a financial planning business?
There is a critical factor in growing your financial planning business that is often misunderstood.
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A simple financial planning questions formula
Effective, heartfelt communication is a natural consequence of a free and present state of mind. This is why trying to use techniques so often diminishes the potential rather than improving it. Questions are a great example. Trying to memorise a question or a series of questions will more than likely...
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Why deep rapport matters for financial advisers
For even seasoned financial planners, creating a stronger and more open relationship with clients can be challenging. While you may not have attributed deep rapport as an important aspect of providing advice, it is right at the core. What is rapport?
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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...
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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...
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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,...
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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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