01
The first touch
A founder who just sold, an heir who just inherited. Open the conversation where it starts — the inbox — without sounding like every other bank.
DM & inbox
Wealth Management
Train the conversations that win wealth clients.
Private wealth management lives on a handful of conversations: the first touch with an entrepreneur or an heir, the discovery meeting, the moment a prospect becomes a client. Advisors practice them against a counterpart who has been courted before — as often as they need, before the real meeting.
Practice it in
- Text chatText
- DM & inboxText
- Audio callAudio
- Video avatarVideo
What you can practice
The conversations that actually happen.
The conversations that bring clients into private wealth management — from first touch to mandate.
02
The discovery meeting
Understand the family, the goals and the liquidity event before a single product is mentioned — against a prospect who has heard the pitch three times this month.
Audio call · Video avatar
03
Fee and performance pushback
The prospect compares you to an index fund and a robo-advisor. Hold the value of advice instead of the discount.
Audio call · Text chat
04
The next generation
The heirs of an existing client, before the wealth transfers. Earn their trust in their own language, not their parents'.
Video avatar · Audio call
05
From prospect to mandate
Ask for the mandate, absorb “I need to think about it”, and keep the relationship either way.
Audio call · Video avatar
06
When markets fall
The portfolio is down and the client is on the phone. Explain what happened, hold the strategy and keep the trust — without promising a recovery.
Audio call · Text chat
Afterwards
Then see exactly where it turned.
Every Wealth Management run is scored against your criteria — the ones you define, in your words. Strengths and gaps land on the dashboard, the moments that decided it are quoted back, and the conversation can be taken again from any of them.
- Scored against your criteriaWeighted your way — not a generic rubric.
- Focus deep-divesPick up to two competencies before a run for verbatim key moments.
- Replay from any momentJump back to the message where it slipped and go again.
Your first Wealth Management cases
Early accessA specific Wealth Management conversation coming up?The Case Generator turns the offer, the thread or the brief into a practice case for that meeting — alongside your authored cases.See how it worksYour first Wealth Management cases come from your own situations — built with your team during onboarding, never from a generic library.
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