Inside this simulator
Rehearse the hard client conversation with an AI counterparty that pushes back. Personas range from the retiree who read a headline about a 40% drawdown to the founder who wants to move half the portfolio into a single token. Each exchange is scored and debriefed on suitability language, disclosure, and whether you actually answered the question.
What you'll do
- Pick a client persona with its own risk profile, holdings, and emotional posture
- Hold a live conversation covering suitability, volatility, custody, and fees
- Receive a scored debrief on clarity, disclosure, and fiduciary framing
- Re-run the same persona to see whether your revised framing lands better
Skills you'll evidence
- Explaining volatility and custody risk without jargon or false reassurance
- Handling the 'my nephew made money on this' objection
- Keeping disclosure language intact under emotional pressure
Who it's for
Advisors who are confident on the mechanics but want reps on the conversation itself before it happens in a real review.
Common questions
- How is the conversation scored?
- The debrief evaluates whether you addressed the client's actual concern, whether suitability and risk disclosure appeared, whether you avoided implying guaranteed outcomes, and whether the explanation was plain-language enough for the persona in front of you.
- Is anything I type stored or shared?
- The exercise runs against simulated personas. Never enter real client information — the scenario is designed so that you do not need to.
Status: Coming soon.