“I already have a guy.” Practice what comes next.
Advisors practice prospecting calls, discovery meetings, plan presentations, and the fee and incumbent-advisor objections, against AI prospects who are guarded about money and wary of being sold.
Trust is the product, and it is built in one meeting
Prospects think in 401(k)s from old jobs, market swings, and whether they can retire without running out. They are not evaluating your process. They are deciding whether to tell you the truth.
Discovery stays on the surface
Real goals and real fears only surface once the prospect trusts the room. An advisor working a fact-find checklist never gets there.
The fee question is dodged
A one percent fee the prospect does not understand is the objection. Deflecting it confirms that it should have been asked harder.
Index funds are a real competitor
Self-directed investors and robo-advisors are the incumbent, and dismissing them instead of engaging them ends the conversation.
The conversations, not the theory
4 workflows built for financial advisors, carrying 16 scenarios between them. Each one has its own scoring rubric.
Prospecting & Booking
Turn referrals, COIs, and seminar leads into booked first meetings.
financial advisors, associate advisors, business development
Discovery & Fact-Find
Run a first meeting that uncovers goals, fears, and the full picture.
advisors, financial planners
Proposal & Close
Present the plan, move the assets, and win the client, without overpromising.
advisors, financial planners
Objection Handling
Defend your value against the hardest objections, honestly.
advisors, associate advisors
Prospects who do not cooperate
Diane Whitaker
The Guarded Referral
was referred by a happy client but is wary of being 'sold' and unsure she needs anyone
Medium
Frank Delgado
The Seminar Tire-Kicker
attended a free retirement-planning dinner seminar, gave his info for the meal, low real intent
Medium
Priya Raman
The Busy High-Earner
a young, high-income professional with no real plan, referred by her CPA, screening the call fast
Hard
Each one holds a hidden position and only moves if your rep earns it. Three of 16 shown.
One call, start to scorecard
Pick the conversation
Choose a workflow and a prospect from the cast for your industry. Each one arrives with a real situation, an opening line, and a position they are holding.
Have the call out loud
Talk to them the way you would talk to a customer. They respond in real time, and they do not make it easy just because you are practicing.
Read the scorecard
The call ends with a graded scorecard and the next specific thing to fix. Run it again against a harder version of the same prospect.
The product behind the practice
Live voice roleplay
Reps talk out loud to an AI prospect that interrupts, stalls, and pushes back. It is a spoken conversation, not a chat window with a script.
An objective scorecard on every call
Each call is graded against the rubric for that workflow, with the specific moments that earned or cost the score, so feedback is not one manager's opinion.
What they said and how they sounded
Scoring covers the substance of the conversation and the delivery, because a technically correct answer said the wrong way still loses the deal.
Score real calls, not just practice
Upload a recording or transcript from an actual customer call and run it through the same rubric the roleplays use.
Difficulty built into the cast
Each scenario carries its own personality dials, hidden position, and willingness to move, so an easy prospect and a hard one are genuinely different calls.
Team visibility
Managers can see who is practicing, which workflows they run, and where scores keep stalling, instead of guessing who needs coaching.
Practice is the only part of selling you can control.
- Practice and real calls are graded against the same rubric, so the standard a rep rehearses to is the standard their live calls are held to.
- Most tools do one half of that. Roleplay apps stop when the rehearsal ends; call-recording tools only grade the deals you already lost.
- Your own pricing, packages, turnaround times, and scripts can be built into both the roleplay and the grading, so reps practice your business and not a generic one.
- No LMS to administer, no RevOps project, no training department. Reps practice on their own schedule without burning a real lead.
- Managers get scorecard history instead of a report on who attended training.
What this is, and what it is not.
The rubric rewards being trusted, not being persuasive, which is the only version of this call that closes.
It is a rehearsal room with a grader, not a lead source and not a script to read on live calls. It will not make an unwilling rep good. It will show you, in one call, exactly where a willing one is losing the deal.
CoPilot runs thirteen verticals
Hear how your financial advisors pitch actually lands.
Pick a prospect, have the conversation out loud, and read the scorecard. You will know inside one call whether this is useful to your team.