Institutional Sales: Pension de-risking study
Asset management sales training
The allocator asks for evidence. Practice explaining the process.
Talk through mandate fit, risk, and diligence questions with an AI conversation partner. Use the feedback to refine how you describe your process and its limits.
15 days free, then $59 per user/month or $590 per user/year, billed annually. Your selected subscription starts automatically unless you cancel before the trial ends. Card required.
Built for the work
Rehearse the part you want to handle differently.
Practice asking about the mandate and diligence process before proposing a next meeting.
Choose a role, a practice case, and the challenge you want to work on.
Who can practice
Roles in this training track
Institutional SalesConsultant RelationsETF WholesalerClient Portfolio SpecialistRFP Lead
View all roles
- Institutional Sales
- Consultant Relations
- ETF Wholesaler
- Client Portfolio Specialist
- RFP Lead
Public case preview
Find a situation you recognize.
Open an example to see the situation and practice goals. In your trial, choose your role and speak through a case with AI.
Institutional Sales: Endowment liquidity review
Institutional Sales: Insurer duration question
Consultant Relations: Research refresh
A consultant is refreshing manager research. The counterpart shares the visible concern but needs a respectful opening before adding detail. As the consultant relations professional, address this concern: They will not accept broad differentiation claims.
Practice goals
- Learn which research conclusions need refreshing and which attribution questions remain open.
- Agree on the approved evidence that can support the research update.
- Establish scope, ask a focused first question, and explain the appropriate next step.
ETF Wholesaler: Model portfolio due diligence
An RIA is reviewing whether an ETF fits a model update. The counterpart shares the visible concern but needs a respectful opening before adding detail. As the ETF wholesaler, address this concern: They need education without a client recommendation.
Practice goals
- Learn the model-update criteria and home-office review status.
- Provide fund education and approved materials without recommending the ETF.
- Establish scope, ask a focused first question, and explain the appropriate next step.
Client Portfolio Specialist: Drawdown review
A client asks why the strategy fell during a market drawdown. The counterpart shares the visible concern but needs a respectful opening before adding detail. As the portfolio specialist, address this concern: They want a recovery promise.
Practice goals
- Understand the client’s drawdown concern and the committee’s immediate questions.
- Explain approved attribution context without promising a recovery.
- Establish scope, ask a focused first question, and explain the appropriate next step.
RFP Lead: Ambiguous investment mandate
The RFP asks for a fixed-income mandate, but the appendix lists two different duration ranges. The counterpart shares the visible concern but needs a respectful opening before adding detail. As the asset management RFP lead, address this concern: They need a response that identifies the conflict without choosing an interpretation for them.
Practice goals
- Document the two conflicting mandate statements and request the governing version.
- Establish scope, ask a focused first question, and explain the appropriate next step.
Focused feedback
Review the call while you remember where you got stuck.
Assess mandate fit, careful claim language, and a concise explanation of process, risk, and evidence. Use your recap and feedback to choose one thing to try in another conversation.
Individual account activity is private to you. In Team accounts, authorized managers can see relevant practice activity and feedback.
Hear the voice experience in the automotive demo, available without signup. Start a trial to practice in this industry.
Preparation tools in this track
Objection drillsCompliance-aware practiceStakeholder mappingAccount planningDiscovery frameworksCall disposition practice
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Asset Management Conversations
Institutional sales and client service practice for asset management teams.