Engage for
Financial Planners

Strengthen every stage of your client conversations

The challenge and opportunity 
Financial planning depends on strong, secure client relationships. Advisors face the dual challenge of spotting risks in trust and seizing opportunities to deepen engagement. Without structured preparation, it’s easy to miss signals, overlook openings, or struggle to move conversations forward with confidence.

The canvases as catalysts 
The full suite of canvases equips advisors with practical frameworks for every stage of the client journey. Each canvas provides clear prompts, structured pathways, and client‑ready formats that make preparation, questioning, presenting, and responding more effective.

The transformation
With these canvases, advisors can:

  • Prepare for meetings with clarity and purpose
  • Ask better questions and uncover client priorities and value
  • Frame solutions in ways that resonate and persuade
  • Handle objections and respond with calm authority

    Clients, in turn, feel heard, understood, and reassured — building trust and momentum toward lasting partnership.

The impact  
Together, the canvases form a system that helps advisors uncover opportunities, strengthen relationships, and elevate engagement. Each tool is designed to be practical, immediately usable, and outcome‑focused, ensuring that every meeting delivers value and confidence.

This suite leads to actionable steps that help you grow trust, seize opportunities, and convert insight into lasting client relationships.

Why Advisors Choose This Program

  • Practical and Actionable — immediate tools — the Application Canvas, fillable PDF worksheet, and guided scenarios give advisors clear ways to evaluate and strengthen client relationships.
  • Integrated Application — insight plus implementation — canvas, assessments, case study, ebooks, and short videos combine to show how trust scoring and relationship mapping work in practice.
  • Built for Financial Planners — tailored examples — language, scenarios, and case studies are designed for your world, not generic training.
  • Framework that Delivers — repeatable method — XXXXXXXs.
  • Trust‑building Impact — lasting results — the approach enables advisors to manage relationships with confidence, leading clients to feel secure and valued.

Tools That Build Trust

  • Application Canvas — step‑by‑step guide — apply INTIMISEE and the Trust Equation to your clients.
  • Fillable PDF Worksheet — to apply with your situations — capture relationship stages and trust scores.
  • Assessments — assess your relationships — Partner with your clients.
  • Trust Equation Scoring — objective measure — reveal strengths and blind spots in trust.
  • Case Study — practical Financial Planing example — see advisor Jake use the framework, with audio commentary.
  • Scenarios — three illustrations — explore trust signals and relationship traps in realistic situations.
  • Reflections — guided prompts — connect insights directly to your client work.
  • Do’s and Don’ts — practical guardrails — reinforce behaviours that build Partner‑level connections.
  • Certificate of Completion — formal recognition — demonstrate your achievement.

Ready to Strengthen Your Client Relationships?

The Evaluate relationships and build trust program provides advisors with a simple, repeatable way to measure trust, assess client dynamics, and strengthen partnerships.

Put the canvas into practice and start transforming your conversations into deeper trust and lasting value.

Understanding your client

Making a first impression

Guiding conversations to value

Presenting your ideas

Handling queries confidently

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!