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Most recent articles from Client Centred Advisers

Client Centred Advisers: 94% of clients say trust matters most. So why don’t advisers study it?


According to Vanguard research, 94% of clients say trust in their adviser is critical to their overall satisfaction.

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Client Centred Advisers: Helping clients stop living in life’s waiting room


One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

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Client Centred Advisers: Why money is never just about money


Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

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The overlooked asset in financial planning: your own well-being


What is wealth? According to Google’s AI Overview, wealth in financial services is defined as: “The total net value of all assets owned by an individual or household, including financial holdings and property, minus any outstanding debts or liabilities.” In other words, the cold, hard numbers.

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Turning great conversations into paying clients


A financial planner once told me about a meeting he had with a prospective client. The conversation was going brilliantly. They had been talking for nearly an hour. The client had opened up about their financial situation, their worries about retirement, and hopes for their children.

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Beyond the numbers: the quiet power of vulnerability


As a financial practitioner, it’s easy to stay in familiar territory. Talking with clients about products, investments, and financial strategies.

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