The Client-centred Blog

The most popular client-centred blog posts of 2022

What have client-centred financial planners been most interested in over the past year?

The following are my most popular client-centred blog posts of 2022.

I also want to say that none of this would be possible without you. Thank you for your valuable time and attention – you are very much appreciated.

1. Clients are not willing to pay fees for financial planning – really?

This article was a response to reading this claim by a financial adviser on LinkedIn. I take the opposite view that it is important a client does pay a fee and I offer you sound reasoning why.

2. Top 10 coaching books for financial planners

Taking a coaching style approach in your financial planning process AND in the process of client acquisition is both powerful and productive. Here are 10 great book recommendations to get you started.

3. How to do a brilliant financial planning fact find

This article shows you how to make the fact finding process highly engaging for your client and position yourself in the right way.

4. What makes a client want to engage a financial planner?

If a client were to approach ten different financial advisers what would make them more likely to choose you?

5. Why is client well-being increasingly on the agenda for financial planners?

In this article I look at why client well-being will become increasingly important for financial planners.

6. How financial planners can build instant trust with clients

Building deep trust as quickly as possible is vital in the process of acquiring clients and creating the most value once in the relationship. This article looks what is really behind building the highest level of trust.

P.S. There are many more posts available on important subjects such as rapport building, time management, value creation, powerful questions to ask clients, and the human aspect of financial planning. Click here to scroll through the list and find what is most interesting and relevant to you.


Leave a Comment

Related articles

Value creation: the key to happy, loyal clients
This article is about value creation and why it is the key to happy, loyal clients and a thriving practice. Over the past couple of weeks, I have had two services come up for renewal. One was my car breakdown cover and the other was my car insurance. In both cases the premium had increased by almost 30% from last year. So, I rang both providers and invited them to reconsider their offer.
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: ...
The 12 client-centred mind shifts - part 4
When 'The Client-centred financial adviser' was published back in 2015 the core message in that book was that who you are being is massively more significant than what you are doing. I even wrote a chapter titled, 'Being is the new doing'. For many years in my own business, I had focused upon doing with no real thought as to how I was being.
5 truths to help financial planners prosper in turbulent times
What prompted this article were a number of conversations I have recently had with financial planners who were worried about the current trading environment.  So, how do financial planners prosper in turbulent times when the economy is contracting, clients are tightening their belts, and media is spreading doom and gloom?
How do you become a great financial planner... not just good?
How do you become a great financial planner? One who has a powerful, positive impact in the lives of your clients? Of course, there are many attributes but one in particular stands out. Read on to discover what this is and why it is so important. What do clients look for in a financial adviser?