When I wrote ‘The Client-Centred Financial Adviser’ back in 2015, the core message was this:
Who you’re being matters more than what you’re doing.
Before I realised this for myself, I was very focused on doing. I was always looking for better ways to do things.
This brought results – but also frustration.
When we are preoccupied with doing a lot of our actions come from struggle.
As I wrote at the time:
‘So much of our doing emerges from fear-based states of mind – worry, anxiety, feeling under-pressure. We confuse busyness with productivity and, in doing so, we bypass deep connection with clients, colleagues, and loved ones.’
The 12 Client-Centred Mind Shifts
I have recently shared the first nine of the twelve client-centred mind shifts (first three click here, second three click here, third three click here).
Mind shifts are powerful. They bring with them a whole new understanding – and new behaviours are in-built.
And completely different from trying to think your way through life.
These final three mind shifts are about slowing down, seeing more clearly, and acting from a deeper place. They’ll change not just how you work – but how you live.
Mind shift 10 – Happiness is a way of travel, not a destination
We’re culturally conditioned to believe that happiness is a reward for meeting certain conditions – for example, through money, success, or relationships (read more on this by clicking here).
Yet the truth is that harder we chase happiness, the more it eludes us.
My meditation teacher once told me:
‘You’ll never have a better meditation by trying harder.’
The same goes for happiness. It’s not something we achieve – it’s something we return to.
Beneath all the mental noise, there’s a natural state of peace, presence, and perspective.
When we’re in that space, we’re not wondering “Am I happy?”.
We’re just living it.
Mind shift 11 – From reactive to proactive
A chaotic life mirrors a chaotic mind.
One client of mine was always in firefighting mode. He said he never felt on top of things and felt like he was always chasing his tail.
He thought he needed better time management. But this never made the difference he was seeking.
What really helped was a quieter mind.
As his inner world calmed, his outer world followed. He could see clearly ahead, respond calmly, and be fully present with what he was doing.
How do you quieten the mind?
Through understanding the mind, not trying to control it.
Mind shift 12 – Inspired action
Most of us try to think our way to success – set a goal, make a plan, and do the steps.
It works. But it’s often an exhausting way to operate.
There is another way. When we drop out of over-thinking, we tap into something deeper – fresh ideas, intuition, insight. Some call it the “universal mind.”
Inspired action flows from that place – not from pressure, but from clarity.
Yes, planning still has its place. But the actions that really move the needle often come when you’re not forcing them.
What’s Next?
If you’re ready to:
*Make a deeper difference for your clients.
*Achieve more with less stress.
*Love your work and your life more than ever.
Then maybe it’s time to begin to put in the foundations.
PS. I invite you to schedule a complimentary coaching session. Click here.
