Economic shifts, social trends, political decisions, technological advances, environmental pressures, and legal updates all shape the world your clients live in, and are at the center of the
STEEPLE framework.
Financial planners who can spot change early, translate it into client priorities, and guide conversations with foresight build trust and deliver advice that feels relevant and timely.
The Thinking further, broader, deeper application canvas gives you a clear, repeatable way to bring broader forces into client conversations — without jargon, without overwhelm, and always tied back to what matters most.
With practical tips, reflective prompts, and conversation‑ready tools, you’ll keep discussions fresh, uncover true priorities, and show clients you’re thinking further, broader, and deeper.
- Practical and Actionable — the Application Canvas, fillable PDF worksheet, realistic scenarios and examples, and related guidance — help you bring broader forces into client conversations.
- Integrated Application — canvas, clear guidance, Financial Planning case study, short videos, ebooks, and worksheet — combine insight with implementation so you can connect change directly to advice.
- Built for Financial Planners — tools, scenarios, language, and situations — designed for your world, not generic training.
- 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.
- 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 — follow Financial Planner Jake — how wider shifts become priorities, with audio commentary.
- Scenarios — across client situations — show how linking advice to change builds trust and relevance.
- Ebooks — extended guides with context — deepen understanding and sharpen practical use.
- Do’s and Don’ts — practical guardrails — quick reference before and during conversations.
- Certificate of Completion — recognition for mastering foresight‑driven advice — demonstrate achievement.
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.
