'If ever there was a time for this book then it's most definitely now'  Paul Armson

"The Client-Centred Financial Adviser"

The ultimate guide to building high-trust, high profit relationships and a thriving practice.

"Excellent book which helps guide client conversations toward what really matters most. Essential reading for every financial adviser."

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What Is This Book About?

​The key to thriving as a financial professional in a rapidly changing business environment is building a completely 'client-centred' approach.

How do you do this?

This book introduces you to the most significant factor in having clients hire you and retain you as their 'Trusted Adviser'.

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Here's What Advisers Are Saying

WHAT PEOPLE ARE SAYING ABOUT THIS BOOK

“If you've been frustrated by your inability to make the progress you want, or spent ages trying to incorporate other people's ideas into your business and been left more confused than ever this book is truly eye opening..

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IAN KEMP,
CERTIFIED FINANCIAL PLANNER

“John takes you beyond techniques and into a deeper understanding of why our way of being is the most important factor in creating high trust relationships. If you want to make a bigger impact with your clients then enjoy what this book reveals to you and enjoy the results.

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SIMON BOOTH,
MD, FORESIGHT
INDEPENDENT FINANCIAL PLANNER

“John shares a life-changing understanding in a way that is engaging, thought provoking and makes ultimate sense. It challenges our conventional wisdom, which is why I highly recommend reading this book.

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GEOFF BUCKLAND,
CHARTERED FINANCIAL PLANNER

Here's What You'll Learn From This Ground‑breaking Book

This book will help you build exceptionally strong, high-trust and mutually profitable client relationships; conduct powerful client conversations; become comfortable and effective when discussing fees; effectively engage new clients and re-engage existing ones; eliminate stress and increase your everyday enjoyment and fulfilment

  • ​ A revolutionary new understanding of the human mind that helps you unlock more of your potential and easily connect with clients in a way that conveys the utmost trust.​
  • ​ Why your psychological functioning is the key to building deep rapport, how your clients respond to you and the quality of the relationships you build.
  • ​​ How you sharpen the 'improvement curve' and more rapidly build the kind of business you have always wanted to build, working with clients who are a joy to serve.
  • ​​ The three levels of client relationships and why level 3 relationships are the key to a healthy, sustainable and predictable business that gives you confidence in the future.
  • ​ A new way of listening that will transform your relationships by allowing you to understand and, therefore, serve your clients in deeper and more creative ways.
  • ​ How to engage your clients in powerful conversations that get right to the very core of what matters most to them and enables your advice to be even more relevant and impactful.​
  • ​ The experience of 5 successful client-centred​advisers who have contributed chapters to the book.
  • ​​ What could stop you making the changes you want and the understanding that will allow you to transcend doubt, discouragement and fearful thinking.
  • ​​ How filling your practice with the right clients begins in the mind. By putting clients right at the centre and making about them, all of the time, then marketing and selling become enjoyable rather than something to fear.
  • ​ The mind-set behind the fee conversation that allows you to ask for strong fees with confidence. The one thing that needs to happen to increase your fees and have clients say "yes!".
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Meet the Author

John Dashfield

John Dashfield is a transformative coach who works with financial planners, advisers and practices.

He brings a fresh, human approach that helps advisers create exceptional value for their clients while building thriving, successful practices.

Before becoming a full-time coach and mentor in 2006, John spent fifteen years as a self-employed financial adviser, where he built a prosperous career and gained first-hand insight into the opportunities and challenges advisers face. This unique blend of industry experience and transformative coaching gives him a rare ability to guide advisers toward greater clarity, confidence, and long‑term success.

What People Are Saying About
'The Client-Centred Financial Adviser' On

Katie Williams

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“You really helped open my eyes to a better way of doing things.​
​Clear your mind. Focus on what the client is saying is important to them. React accordingly. Sound obvious right?"

Amazon Customer

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“Excellent book which helps guide client conversations toward what really matters most. Essential reading for every financial adviser."

Michael P.

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“I really enjoyed this book. John has a good writing style and I like the case studies. Having worked in the profession for a long time it was good to see a different perspective.

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