Injecting commercial focus with Focus-5

Be seen as commercially astute — offering clients deeper insight

Use this application canvas to be seen as commercially astute - someone with useful insights and perspectives beyond your technical specialism.

Apply Focus-5 to your thinking to better understand your client's operating environment, demonstrate business acumen, and uncover hidden value.

Why Advisors Like the Program

  • Practical and Actionable — the Application Canvas, fillable PDF worksheet, realistic scenarios and examples, and related guidance — help you open engaging conversations.
  • Integrated Application — canvas, clear guidance, advisory case study, short videos, ebooks, and worksheet combine insight with implementation.
  • Framework that Delivers — the Focus-5 approach — becomes a repeatable method for ensuring conversations focus on what matters.
  • Trust‑building Impact — demonstrates that you understand your client's world — opening up new opportunities and possibilities.

What You’ll Get

  • Application Canvas — step‑by‑step guide — to broader commercial conversations.
  • Fillable PDF Worksheet — practice Focus-5 — develop interesting questions for your clients.
  • Vbytes — short explanation videos — with David Lambert, CEO Relcap.academy.
  • Case Study — follow advisor Tess as she uses the framework — with audio commentary.
  • Ebooks — focused insights — on developing your skills.
  • Certificate of Completion — formal recognition — completion of your development journey.

Ready to offer deeper insight to your clients?

Use the application and learning resources to understand your client's broader operating environment and offer commercially focused insights that deliver value.

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!