Aligning behaviors with Prefrr© free

Help Clients Connect Through Behavioral Alignment

Clients don’t just buy advice on technical merit — they buy on feelings, and use facts to justify the way they feel. In business conversations, your verbal and physical behavior can determine whether clients trust your advice, act on your recommendations, and stay loyal over time.

The Aligning behaviors with Prefrr© application canvas gives you a simple, repeatable way to plan and flex your behavior around client preferences. By matching their dominant style — whether leading or following, opportunity or fear, facts or feelings — you build rapport, reduce resistance, and strengthen trust.

With this discipline, your conversations stay client‑first, balanced, and memorable — helping clients connect, commit, and move forward with confidence.

Why Advisors Like the Program

  • Practical and Actionable — the Application Canvas, fillable PDF worksheet, and related guidance — give you immediate ways to strengthen listening in client conversations.
  • Integrated Application — The Prefrr© Diagnostic, Advisory case study, short videos, ebooks, and worksheets — combine insight with implementation.
  • Framework that Delivers — undersanding your and your client's preferred behaviors — allows you to adapt to develop stronger relationships.
  • Understand Behavioral Preferences — yours and your client's — to better build rapport and trust.

What You’ll Get

  • Behavioral Diagnostic —  assess preferences across nine domains — know your preferred styles.
  • Application Canvas —  step‑by‑step guide to flex behaviors — apply directly in client conversations.
  • Fillable PDF Worksheet — map preferences and gaps — prepare smarter for discussions.
  • Vbytes — short videos on matching, cues, and signals — with David Lambert, CEO Relcap.academy.
  • Case Study — follow Tess applying Prefrr© for her client — with audio commentary.
  • Do’s and Don’ts  — practical guardrails — flex behaviors to build rapport.
  • Certificate of Completion — recognition for mastering behavior alignment — demonstrate achievement.

Ready to Build Rapport That Lasts?  

The Aligning behaviors with Prefrr© canvas gives advisors a simple, repeatable way to understand client preferences, flex behaviors, and build trust through every conversation. 

Enroll now to master behavioral alignment — because clients don’t just want advice, they want advisors they trust.

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!