Curiosity, enthusiasm and understanding - engage buyers with SHAPE Questioning

Better Questions. Better Conversations. Better Advice.

Use this practical application canvas to ask questions that spark meaningful conversations with clients — conversations that uncover challenges, priorities, and opportunities while building confidence and trust.

SHAPE Questioning strengthens your existing skills by helping clients shape their future direction — with you as their trusted guide.

Why Advisors Like the Program

  • Practical and Actionable — Application Canvas, fillable PDF worksheet, and guidance — helps you facilitate conversations that uncover real value.
  • Integrated Application — canvas, case study, short videos, ebooks, and worksheet — combines insight with implementation so you can apply SHAPE in live conversations.
  • Framework that Delivers — repeatable questioning approach — enables you to explore your client’s world and strengthen relationships.
  • Trust‑building Impact — questions that explore and engage — build relationships, reveal priorities, and uncover hidden opportunities.

What You’ll Get

  • Application Canvas — step‑by‑step guide — supports client‑led conversations with structure and clarity.
  • Fillable PDF Worksheet — practice and refine — builds confidence in SHAPE questioning.
  • Vbytes — short videos on each element — provide quick learning with David Lambert, CEO Relcap.academy.
  • Case Study — Jake’s client conversation — shows how SHAPE questions uncover value in practice. 
  • Do’s and Don’ts — practical guardrails — help you avoid pitfalls and keep conversations authentic.
  • Certificate of Completion — formal recognition — demonstrates your achievement and credibility.

Ready to shape conversations that build confidence and clarity?

Advisors succeed when conversations uncover what truly matters. SHAPE Questioning gives you a repeatable way to ask better questions, build trust, and guide clients with confidence.

Are you ready to turn questions into trust? Start shaping conversations today.

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!