Clients don’t just want to solve today’s issues — they want conversations that open up tomorrow’s possibilities. Too often, business conversations get bogged down in current numbers, immediate risks, or technical detail.
SPICY Questions shift the dialogue, helping advisors move beyond short‑term problem‑solving to explore legacy, values, and vision. By sparking curiosity and opening new perspectives, they unlock richer conversations about what truly matters.
- Practical and Actionable — the Application Canvas, fillable PDF worksheet, and clear guidance — give you immediate ways to open up richer, future‑focused conversations.
- Integrated Application — canvas, focused guidance, realistic case study, examples, short videos, ebooks, and worksheet — combine insight with implementation.
- Framework that Delivers — a practical method you can use in any client conversation — helping you develop questions that reveal priorities and opportunities.
- Uncover Value — by sparking curiosity and widening perspective — helping clients think beyond today’s issues and explore what truly matters.
- Application Canvas — step‑by‑step guide to the seven question types — apply directly in conversations.
- Fillable PDF Worksheet — to apply with your own client — plan which questions to use.
- Vbytes — short videos on each question type — with David Lambert, CEO, Relcap.academy.
- Case Study — follow advisor Tess developing SPICY Questions — with audio commentary.
- Ebooks — extended guides with examples and context — deepen understanding and sharpen application.
- Certificate of Completion — recognition for mastering SPICY Questions — demonstrate achievement.
The
Piquing Interest with Questions that Surprise and Unblock program gives advisors a simple, repeatable way to spark curiosity, open perspectives, and explore opportunities that routine discussions often miss.
Enroll now to master SPICY Questions — because clients don’t just want advice, they want advisors who open new possibilities.