Discovering deeper
drivers to anchor
advice — PRISM-5

Financial Planners

Uncover value by connecting client choices to the broader context.

Clients don’t just want technical detail — they want advice that reflects the bigger forces shaping their lives. Too often, financial planning gets stuck in numbers, cashflow, or product solutions.

PRISM‑5 ensures your advice links to what matters most. By raising five key areas — Perspectives, Relationships, Inspirations, Security, and Money — you broaden perspective, uncover pressures, and highlight opportunities. The result: advice that feels commercially astute, relevant, and anchored in clients’ wider priorities.

Why Advisors Choose This Program

  • Practical and Actionable — the Application Canvas, fillable PDF worksheet, and related guidance — immediate ways to raise client priorities in conversations.
  • Integrated Application — canvas, clear guidance, realistic Financial Planning case study, short videos, ebooks, and worksheet — insight with implementation.
  • Built for Financial Planners — canvas, examples, language, and scenarios — designed for your world, not generic training.
  • Framework that Delivers — PRISM‑5 broadens conversations — beyond technical detail to the wider forces shaping client lives.
  • Confidence through Clarity — advice illuminated by PRISM‑5 — connects the spectrum of drivers shaping client lives.

Tools That Build Trust

  • Application Canvas — step‑by‑step guide to the angles — raise the level of your conversations.
  • Fillable PDF Worksheet — plan which areas to explore — prepare thoughtfully before meetings.
  • Vbytes — short videos on the PRISM-5 — explained by David Lambert, CEO Relcap.academy.
  • Case Study — follow Financial Planner Jake applying PRISM‑5 in practice — with audio commentary.
  • Scenarios — typical client situations — see how linking advice to client priorities creates value.
  • Ebooks — extended guides with examples and context — deepen understanding and sharpen application.
  • Do’s and Don’ts — practical guardrails for each area — quick reference to keep you on track.
  • Certificate of Completion — recognition for mastering the approach — celebrate achievement.

Ready to Deliver Advice That Reflects Clients’ Wider Priorities?

The Discovering deeper drivers to anchor advice — PRISM-5 program equips advisors with a practical, repeatable framework to broaden conversations, tie financial planning to what matters most, and build trust through advice that resonates.

Start applying PRISM‑5 today to illuminate priorities and strengthen client relationships.

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!