John Dashfield
Financial Business Coach & Author
Client Centred Advisers
john@clientcentredadvisers.com
I am a financial business coach and author and I have been in and around financial services all my working life.
I built a financial advisory practice over a fifteen-year period and sold it in 2005. I have since been a business coach and mentor to financial advisers, planners, and owners of SME’s. I have worked with clients from over 20 countries and am author of the acclaimed book ‘The client-centred financial adviser’, published in 2015.
At the core of my work is teaching and coaching clients in the principles behind healthy psychological functioning. This naturally leads to clearer thinking, increased well-being and high performance.
Content by John Dashfield
Building Resilience as a Financial Adviser
Clients come to financial advisers at important moments in their lives. Nearing retirement. Selling a business, Going through divorce. Dealing with bereavement.
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Resilient advisers, better outcomes: showing up calm, confident and focused
Financial planning places sustained emotional and professional demands on financial advisers. Over time, pressure from regulation, markets and client situations can erode clarity and presence.
Working with emotion: helping clients navigate emotionally charged moments
Emotion is an unavoidable part of financial planning, particularly around life events and market uncertainty. Financial advisers are rarely trained to work effectively with emotion and often default to logic or reassurance.
From transactional to transformational: redefining the adviser–client relationship
Most financial planning is built around a transactional model that is technically strong but often bypasses the deeper human factors that shape trust, engagement and client behaviour.
Stop ‘selling’. Start connecting. The psychology of winning new clients
Financial services business coach and author of 'The Client-centred Financial Adviser' John Dashfield shares a clear and inspiring approach to filling your practice.
Why Coaching Skills are Essential to Financial Planning
Successful financial planning is not just identifying a client’s goals and outcomes and creating a plan to accomplish them.
How to Get Financial Planning Clients
Do you wish getting financial planning clients was easier? It’s the number one challenge for many personal finance professionals.
Ten powerful ways to capture and keep your client’s attention
An essential task for financial planners is to make the whole financial planning process highly engaging and compelling for a client.
10 Ways You Can Serve Clients Deeply From The First Moment
The world of financial services is changing rapidly. Clients are more savvy, better informed, and have higher expectations than ever before.
The 8 Keys to Doing a Brilliant Financial Planning Fact Find
Would you like to instantly improve any client relationship?
Taming your transactional advice monster
Do you want to make a far bigger impact in the lives of your clients? If so, this webinar is for you.
Why every financial planner should have a coach?
Coaching is not a luxury. In an increasingly complex world it has become the development process of choice for an increasing number of professionals, including financial planners.
Getting financial planning clients: The fact that gets overlooked
Most advice on how to find financial planning clients is prescriptive. It tells you what to do or where to look. Yet how helpful is this?
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How to get Financial Planning clients
Getting new clients is the number one challenge for many financial advisers. But why is it such a challenge? It is not because of the reasons most people think …
Fully engaged clients for life
Client engagement is essential to building a thriving financial planning practice.
The secret to keeping your financial planning clients for life
Creating happy, enthusiastic, loyal financial planning clients for life requires you to do one thing well, and consistently. So, what is that one thing?
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