Financal Planners - Canvases

Helping advisors build longer‑lasting, trusted client relationships

Every financial planning conversation is more than numbers — it’s about trust, clarity, and confidence.

These practical application canvases and related learning resource have been specifically developed for financial planning situations to give advisors practical, fillable tools that make client meetings more engaging, transparent, and impactful.

They help you — 
  • Deepen trust by structuring conversations around client needs and values.
  • Strengthen relationships  with clear, empathetic frameworks.
  • Create lasting impact by guiding clients toward confident decisions. 

Why These Canvases Stand Out

Unlike generic sales frameworks, these canvases are purpose‑built for financial planners.

They balance technical detail with empathy, compliance, and trust — ensuring every client interaction is both professional and personal.

  • Advisor‑specific — Grounded in real financial planning scenarios.
  • Client‑centric — Helps clients articulate goals, fears, and decisions clearly.
  • Safe & Practical — Designed to keep conversations professional and compliant.
  • Trusted Delivery — All resources are housed in LearnWorlds, a leading online platform trusted by educators and professionals worldwide. 

What You’ll Find Inside

  • Purpose defined — “I want to…” statements tailored to advisor goals.
  • Guidance — Notes on when and how to use each canvas in planning discussions.
  • Worksheets —  Fillable PDFs with prompts designed for financial planning contexts. 
  • Case Studies —  Real financial planning examples narrated by David Lambert, showing how advisors apply the canvases in client meetings.
  • Learning Resources
    —  Short Videos (Vbytes) — quick, practical insights you can apply immediately.
    — E‑books —  deeper dives into frameworks and advisor techniques.
    — Self‑Assessments — tools to benchmark your skills and track progress.
    — Interactive Challenges — engaging exercises to test and refine your approach.
    — Self‑paced Modules (Ebytes)— structured learning journeys you can complete at your own speed.
    — Do’s and Don’ts — practical tips on what works and what to avoid.


 What Advisors Are Saying 

These canvases transformed the way I structure client meetings. They’re simple, practical, and they build trust fast.” – Senior Financial Planner

“I used the Trust Canvas in a retirement planning discussion, and it helped my client feel confident about opening up. It’s now a staple in my toolkit.” – Wealth Advisor

“The Do’s and Don’ts gave me clarity on what to avoid. I feel safer and more professional in every conversation.” – Independent Financial Consultant

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The objective of the canvas

The objective expressed as "I want to..."

Brief guidance

Explanations on what the canvas covers and when to use it, plus why you would use it and, how to use it.

Application worksheet(s)

Fillable PDFs - to print or fill online, complete with tips for use and dedicated learning resources, plus links to related canvases.

Explore

Each canvas includes an explanation of the applied tool or concept and a case-study walkthrough narrated by David Lambert, co-author of Smarter Selling.

Canvases also come with links to learning resources that expand on the approaches and tools introduced in the canvases.  These include short videos (vbytes), ebooks, self-assessments, interactive online challenges and self-paced e-learning (ebytes).

Click on any canvas below to view an outline of what is included (you can view the outline without enrolling).  

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 20 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!