Thinking further, broader, deeper

Spotting change and linking it to client priorities

Use this hands-on application canvas to broaden the range of topics you discuss to look further broader and deeper - resulting in more strategic business insights and conversations.

The business analysis tool STEEPLE is explored. By understanding the Social, Technological, Economic, Environmental, Political, Legal and Ethical factors that affect an organization's operations, you are better able to focus business conversations on more strategic and forward-looking areas that provide greater value.

Why Advisors Like the Program

  • Practical and Actionable — the Application Canvas, fillable worksheet, realistic case study and examples, and related guidance — help you bring broader forces into conversations.
  • Integrated Application — canvas, clear guidance, advisory case study, short videos, ebooks, and worksheet — combine insight with implementation.
  • Framework that Delivers — the seven STEEPLE lenses — become a repeatable method for spotting change and linking it to client priorities.
  • Trust‑building Impact — awareness of wider forces — helps you uncover priorities, avoid blind spots, and deliver advice with confidence.

What You’ll Get

  • Application Canvas — step‑by‑step guide — bring broader STEEPLE forces directly into client conversations.
  • Fillable PDF Worksheet — plan which changes to explore — prepare before meetings with clarity and focus.
  • Vbytes — short videos on applying the lenses — explained by David Lambert, CEO Relcap.academy.
  • Case Study — realistic example — follow advisor Tess using the framework, with audio commentary.
  • Ebooks — extended guides with context — deepen understanding and sharpen practical use.
  • Certificate of Completion — recognition for mastering foresight‑driven advice — demonstrate achievement.

Ready to Turn Change Into Better Client Conversations?

Clients don’t just want answers — they want foresight. They want to know you see the bigger picture, understand the forces shaping their world, and can translate that into advice that matters today.

The Thinking Further, Broader, Deeper Application Canvas equips you to do exactly that — every meeting, every conversation. Lead with foresight. Build trust with relevance. Deliver advice with confidence.

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!