Your Success

Client Centred Conversations™ – the heart of your business success

When you join Clarion, you join a group of like-minded professional businesses that hold a simple truth;

Service is about looking after your client’s best interests – not what you can sell them.

This mindset sits at the heart of our highly successful Client Centred Conversations™ program. It is the catalyst that makes our Hub & Spoke business model so successful.

A new mindset

By understanding your true role with your clients, you go beyond their immediate business or personal needs. You start to explore all aspects of their lives and identify other areas where they might need assistance. Assistance from fellow Hub members. And beyond.

It reframes your whole relationship with your clients. It removes commercial pressures to sell and shifts the focus to helping them.

Instinctively your clients warm to this new paradigm in business relationships.

The outcomes

The results of the program are profound.

  • Many more referral opportunities for fellow Hub members.
  • Increased referrals into the Hub as clients embrace this new relationship model and become active advocates.
  • Clients stay with you longer as the Hub now serves and protects a greater portion of your client’s personal and business lives.
  • Greater personal satisfaction – quite simply helping people feels good.

    The Program

    Client Centred Conversations™ is based in profound insights from behavioural science, linguistic studies and adult-learning. It has been tested and honed into a highly effective and rewarding program.

    Unlike other referral programs, Client Centred Conversations™ works because everyone is committed to it. Actively working to help their clients and therefore identifying need, and opportunity.

    It involves carefully structured workshops and one-on-one mentoring sessions to give you the context, language and tools to make it a success for your clients.

    And implicitly, for you and your fellow Hub members.
  • $187,000 increase in book value in just 13 months

    Before I joined Clarion I had a small financial planning business – just me and two support staff. Getting new clients would often be haphazard – random referrals from clients and a spasmodic one from a local mortgage broker. Getting other professionals to refer clients to me was just hard.

    Within weeks of Forrest Accounting Partners joining our Hub, there was a steady flow of referrals back and forth between the Hub’s Spokes. By month 13 the value of my book had grown by $187,000, an increase of more than 20%

    More than that, my clients were happier and giving me more referrals as well.”

    Ben Bryant C.F.P.

    Forrest Wealth

    I thought he was mad – but it works

    “Michael Nemeth and I have been firm friends and brothers in arms with our visionary approach to wealth creation for years. However I must admit that when he first mentioned the Hub & Spokes idea I thought (a) he was mad, and (b) here we go again.

    After all, financial planners and accountants can often conduct ideological warfare against each other; and aren’t brokers just glorified salesman chasing commissions rather than offering service ?

    Then on top of that, mutual referrals is not a new idea. Melbourne is littered with referral JV’s going nowhere.

    Still I humoured him and listened. I knew that getting the right people is important but Michael made it work and the proof was in the numbers and in the happy clients. So, with support from Clarion and its systems and business practices, I became a convert and started my own Hub here in Richmond, Melbourne…..and it has exceeded my most optimistic expectations.

    Stuart Hillier

    HWC Group
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