Piquing interest with questions that surprise and unblock

Financial Planners

Help Clients Think Differently Through Future‑Focused Conversations

Clients don’t just want to solve today’s issues — they want conversations that open up tomorrow’s possibilities. Too often, financial planning gets 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.

Why Advisors Choose This Program

✔ 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, Financial Planning case study, examples, short videos, ebooks, and worksheet — combine insight with implementation.
✔ Built for Financial Planners — the canvas, examples, language, and scenarios — are designed for real planning conversations, not generic training.
✔ Framework that Delivers — a practical method you can use in any client conversation — helping you introduce meaningful discussions that reveal values, aspirations, and opportunities.
✔ Unlocks Opportunities — by sparking curiosity and widening perspective — helping clients think beyond today’s issues and explore what truly matters.

Tools That Build Trust

✔ 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 category — with David Lambert, CEO, Relcap.academy.
✔ Case Study — follow Jake developing SPICY Questions — with audio commentary.
✔ Scenarios — three realistic client situations — see how the questions unlock insight and value.
✔ Ebooks — extended guides with examples and context — deepen understanding and sharpen application.

Ready to Deliver Foresight‑Driven Advice?

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.

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!