The market drops 15%. Your phone rings.
Market downturn calls, fee defense, fiduciary conversations, client objections — your advisors rehearse the calls that hold accounts together against an AI client who pushes the way real ones do.
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The advisor's job isn't the model. It's the conversation.
Your advisors are great at allocation. They're underprepared for the phone call at 9am after a -15% week. That call decides whether the client stays or transfers their book. Practice the call — not the spreadsheet behind it.
Run downturn scenarios in a calm market, so the muscle is there when the market isn't.
Author scenarios against your firm's own talking points and disclosure language. The AI grades against your standards.
Empathy, plain-English explanation, fiduciary framing, holding the long-term view — each scored separately.
Three calls that keep your book of business intact.
45-second samples — different conversation types, the same AI engine pushing back behind the scenes.
"I want out — now"
Client calls after a sharp pullback ready to sell into the drop. Acknowledge, reframe time horizon, hold the plan without sounding dismissive.
The free-app comparison
Client read about a zero-fee robo-advisor and wants to know why they pay you. Tell the real story without sounding defensive.
The reluctant beneficiary
Client wants to change their estate plan during an emotional family event. Slow the decision, name the dynamic, protect their long-term wishes.
"Toda mi vida he luchado con las conversaciones difíciles. Nunca me ha resultado fácil decir lo correcto en el momento correcto. Construí MHB como el gimnasio que me hubiera gustado tener. Practica hablando ahora — y ayuda a tu yo futuro cuando llegue el momento."
Del escenario al cuadro de mando.
Diseñas un escenario
Describe la situación en palabras llanas. Generamos el personaje de IA, la frase de apertura y la rúbrica de evaluación.
Lo asignas a tu equipo
Invita por email a tus compañeros. Asigna escenarios con fecha límite. Sigue quién ha hecho qué.
Practican por voz
Conversación en directo con el personaje de IA. El personaje no se rinde. Sin guion, sin esperas.
Tú ves los resultados
Puntuación por ejes, finalización, último intento. Exportación a CSV. Nunca compartimos transcripciones contigo.
Velo funcionar con un escenario real de tu equipo.
15 minutos. Diseñaremos uno de tus escenarios reales en directo durante la llamada. Sin presentación, sin grabación.
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