Financial Advisor: New client with concentrated shares
Wealth management training
A client wants to act after a market drop. Practice listening first.
Rehearse client concerns, reviews, and life-event conversations by voice with AI. Review your feedback and practice explaining next steps without making predictions.
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 hearing a client’s concern and explaining the next step within your firm’s guidance.
Choose a role, a practice case, and the challenge you want to work on.
Who can practice
Roles in this training track
Financial AdvisorClient Service AssociateRetirement SpecialistBusiness Development AdvisorRelationship Manager
View all roles
- Financial Advisor
- Client Service Associate
- Retirement Specialist
- Business Development Advisor
- Relationship Manager
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.
Financial Advisor: Family inheritance conversation
Financial Advisor: Business sale planning inquiry
Client Service Associate: Beneficiary update request
A client wants to update a beneficiary after a life change. The counterpart shares the visible concern but needs a respectful opening before adding detail. As the wealth management client service associate, address this concern: They want the request handled privately.
Practice goals
- Verify identity.
- Explain administrative process.
- Avoid estate advice.
Retirement Specialist: Retirement date uncertainty
An employee wants to know if retirement in five years is realistic. The counterpart shares the visible concern but needs a respectful opening before adding detail. As the retirement planning specialist, address this concern: They fear making a decision too early.
Practice goals
- Discover timeline and priorities.
- Explain planning process.
- Avoid retirement or investment guarantees.
Business Development Advisor: Referral partner introduction
An estate attorney considers referring a client and asks how collaboration works. The counterpart shares the visible concern but needs a respectful opening before adding detail. As the wealth management business development advisor, address this concern: They want their client’s privacy respected.
Practice goals
- Build trust.
- Clarify authorized collaboration.
- Avoid soliciting confidential details.
Relationship Manager: Client questions service after missed review
A client says their annual review did not happen and asks whether the relationship still matters. The counterpart shares the visible concern but needs a respectful opening before adding detail. As the wealth management relationship manager, address this concern: They feel overlooked.
Practice goals
- Own service lapse.
- Understand current needs.
- Set a recovery plan without advice.
Focused feedback
Review the call while you remember where you got stuck.
Score listening, clarification, documented next steps, and language that avoids promises or unsupported predictions. 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 practiceAccount planningDiscovery frameworksCall disposition practice
Practice a wealth management conversation
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Wealth Management Client Conversations
Practice guides for discovery, reviews, referrals, and client conversations that build trust.