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John Dashfield

Financial Business Coach & Author

Client Centred Advisers

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

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?

The amazing power of questions

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.

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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