For individual professional advisers

Turn giving conversations into better client conversations

Build the confidence and practical capability to recognise when giving, values, family stewardship and legacy are relevant to your clients. Know how to start the conversation, progress the opportunity and access specialist support when needed.

These conversations can help deepen client relationships, engage families and the next generation, and uncover broader advice opportunities that may otherwise be missed.

Why now?

Clients are already making decisions about wealth, family, legacy and giving, often without their professional adviser being part of the conversation.

This program helps you recognise the moments where giving may be relevant, raise the topic naturally and confidently and know what to do when a client wants to take the next step.

Your journey

1. 1

   Establish your baseline · Approx. 10 minutes

   Complete the Giving Conversations Index to understand your current confidence and capability.

2. 2

   Build practical capability · Approx. 3 hours

   Complete three self-paced, CPD-accredited learning modules covering structured giving, effective giving conversations, and ethics and client choice.

3. 3

   Identify your client opportunities & embed the approach · Approx. 30–60 minutes

   Set clear conversation goals for the next 3–6 months and identify any changes that would make it easier to recognise, progress and support future opportunities.

4. 4

   Put it into practice · As required

   Use practical tools, 1:1 coaching and specialist support as real client opportunities arise.

5. 5

   Remeasure and review · Approx. 10 minutes

   See what has changed in your confidence, capability and client activity and identify your next step.