Financial planning depends on strong, secure client relationships. Yet many advisors over‑estimate how resilient those connections really are. Without an objective measure, it’s easy to miss signals that trust is weaker than it appears — or that the relationship is stuck at a certain stage rather than progressing toward true partnership.
The
Evaluate relationships and build trust canvas provides advisors with a clear, repeatable way to measure trust and assess relationship type. Using
The INTIMASEE Meeting Assessment to reflect on a recent client conversation, you’ll discover whether your client relationship is Social,
Ad‑hoc,
Technical, or
Partner.
Using the
The Trust Equation framework, first introduced in
The Trusted Advisor by Charles H. Green,
you’ll gain a trust score that highlights current relationship strength. You will then receive practical guidance on how to move to a Partner relationship.
This leads to actionable steps that help you grow trust and elevate client engagement.- Practical and Actionable — immediate tools — the Application Canvas, fillable PDF worksheet, and guided scenarios give advisors clear ways to evaluate and strengthen client relationships.
- Integrated Application — insight plus implementation — canvas, INTIMASEE, Trust Equation, case study, ebooks, and short videos combine to show how trust scoring and relationship mapping work in practice.
- Built for Financial Planners — tailored examples — language, scenarios, and case studies are designed for your world, not generic training.
- Framework that Delivers — repeatable method — INTIMASEE mapping and the Trust Equation scoring provide a structured way to deepen client connections.
- Trust‑building Impact — lasting results — the approach enables advisors to manage relationships with confidence, leading clients to feel secure and valued.
- Application Canvas — step‑by‑step guide — apply INTIMISEE and the Trust Equation to your clients.
- Fillable PDF Worksheet — to apply with your situations — capture relationship stages and trust scores.
- INTIMISEE — assess your relationships — Partner with your clients.
- Trust Equation Scoring — objective measure — reveal strengths and blind spots in trust.
- Case Study — practical Financial Planing example — see advisor Jake use the framework, with audio commentary.
- Scenarios — three illustrations — explore trust signals and relationship traps in realistic situations.
- Reflections — guided prompts — connect insights directly to your client work.
- Do’s and Don’ts — practical guardrails — reinforce behaviours that build Partner‑level connections.
- Certificate of Completion — formal recognition — demonstrate your achievement.
The Evaluate relationships and build trust program provides advisors with a simple, repeatable way to measure trust, assess client dynamics, and strengthen partnerships.
Put the canvas into practice and start transforming your conversations into deeper trust and lasting value.
