Avoiding bias
- limiting the impact of
damaging instincts

Bias sneaks into every client conversation — and it erodes trust

It shows up when you assume a familiar client’s needs, overlook the quiet voice in the room, or react defensively to client queries and comments. Left unchecked, these traps derail dialogue, erode trust, and weaken advice.

The Avoiding Bias Application Canvas gives consultants, advisors and salespeople a clear, repeatable way to spot bias in real time and steer conversations back on track.

With practical scenarios, reflective prompts, and conversation‑ready tools, you’ll keep discussions focused, uncover true priorities, and deliver advice with confidence.

Why Advisors Like The Program

  • Practical and actionable — the Application Canvas, fillable PDF worksheet, and related guidance — immediate ways to strengthen listening in client conversations.
  • Integrated application — canvas, focused guidance, realistic case study, short videos, ebooks, and worksheet — combine insight with implementation.
  • Framework that delivers — common biases and their impact explained — consider your own bias and work to mitigate them in client conversations.
  • Trust‑building impact — bias awareness helps identify and reduce their effects — deliver advice with confidence.

What You'll Get

  • Application Canvas — practical step‑by‑step guide — recognize and reduce bias in client conversations.
  • Fillable PDF Worksheet — identify your go‑to biases — plan tactics to reduce their impact.
  • Vbytes — short videos on each bias and their impact  — with David Lambert, CEO Relcap.academy.
  • Case Study — follow advisor Tess identify and mitigate his biases — with audio commentary.
  • Ebooks — extended guides — deepen understanding of seven common biases.
  • Certificate of Completion — formal recognition — demonstrate mastery of bias‑aware conversations.

Ready to Deliver Bias‑Aware Advice?

The Avoiding bias - limiting the impact of damaging instinctss gives advisors a simple, repeatable way to spot biases, keep conversations focused, and deliver better, more focused advice.

Join the program and turn hidden traps into opportunities for trust, clarity, and stronger client outcomes.

Build your skills further...

David Lambert

Your Master Coach - Co-author of Smarter Selling

David is the Master Coach for the Relationship Capital Academy and co-author of the Financial Times published best-seller, Smarter Selling, on which many of our programs are based.

A lifelong learner with a passion for educating, David draws on a wide range of business and sales experience that includes time as a sales consultant; restaurant owner; head of business development and Director and Marketing and Communications at PwC. Equipped with a master's degree in Human Resources and Training, he was also Director of PwC’s Leadership Academy.
 
For more than 25 years, David has worked with leading organizations helping them to develop the communication and trust-building skills of their people. Now he is working with you!