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.
"I've been struggling with difficult conversations my whole life. It's never been easy to say the right thing at the right time. I built MHB to be the gym I wished I had. Practice speaking now — and help your future self when the moment arrives."
From scenario to scoreboard.
Author a scenario
Describe the situation in plain words. We generate the AI character, opening line, and grading rubric.
Assign to your team
Invite teammates by email. Assign scenarios with due dates. Track who has done what.
They practice by voice
Live conversation with the AI character. The persona pushes back. No script, no waiting.
You see results
Per-axis scores, completion, last attempt. CSV export. No transcripts ever shared with you.
See it run on a scenario from your team.
15 minutes. We'll author one of your real-world scenarios live in the call. No deck, no replay.
Tell us about your team.
We'll get back to you within 24 hours.
Got it.
We'll be in touch within 24 hours.