For financial advisors
Rehearse the objections and closing conversations that win clients, out loud, against a lifelike fictional prospect, until the answer is second nature. Then a scorecard shows where trust opened, where it closed, and what to practice next.
No card required.
Practice with fictional clients: don't enter real client details.
Eight objections. Eight drills.
Every one is a line a real prospect says. Pick the one that made your stomach drop last quarter.
“Your fees are too high.”
First, probe: “How much is too high?”
“I can manage this myself.”
First, probe: “Which part takes the most of your time?”
“I need to talk to my spouse.”
First, probe: “What do you expect they'll say?”
“Just send me some information.”
First, probe: “What would you want it to answer?”
“I had an advisor before. It didn't end well.”
First, probe: “What went wrong?”
“Let's wait until the market settles.”
First, probe: “What would “settled” look like to you?”
“My brother-in-law handles our investments.”
First, probe: “What does he look after for you now?”
“Aren't you just going to sell me something?”
First, probe: “What made you expect that?”
The tenth time you've heard it, it isn't an objection anymore. It's your cue.
With the clients you already have
Grief, a diagnosis, an angry client. These sessions are scored on presence and restraint, staying with the person, never on rushing to a solution.
“My husband handled every financial decision for 35 years.”
Trains staying with a grieving client before the paperwork.
A client who shares a serious diagnosis
Trains restraint when the news is not about money.
“We planned this retirement together, and I just lost half a million.”
Trains composure with a client who blames you.
A long-time client who's quietly stopped responding
Trains reopening a relationship that went quiet.
Big meeting tomorrow?
Describe the situation in one sentence, no real names, and rehearse it tonight.
Full sessions take about 15 minutes. Focused drills take four.
Why Cadence
You'd never walk into a job interview without rehearsing the answers, and a client conversation pays you more than any interview will. Anxiety in that conversation comes from not knowing what to say; it never came from the client. You can't rehearse on a prospect, so Cadence gives you a fictional one who pushes back like the real thing.
Lifelike voice prospects object, stall, and change their minds, and no two runs of the same line go the same way. You learn the answer, not a script.
Strategic approaches appear on screen during the session, with why each one works. Keep the coach on until the answers are yours. Then run the next session on your own and see what stuck.
Focused drills run a single objection until the first question comes out before you've thought about it. Full sessions take about fifteen.
What the coach listens for
A defense ends the conversation. A question keeps it open. Trained advisors probe five to seven times before they close on a fee, and the client does most of the talking. Cadence puts a prospect in front of you who says the line, then scores whether you defended or asked.
Fee skeptic · Robert
“Honestly, your fees are too high.”
If you defend
You: “Our fee covers planning, rebalancing, tax management…”
He nods, and starts looking for the door.
→ The conversation ends politely.
If you probe
You: “How much is too high?”
Robert: I figured something like 60 basis points is fair.
You: “Where did 60 come from?”
Robert: A friend pays that at a robo.
You: “What does he get for it?” …
→ Four questions in, he's telling you what he's actually afraid of paying for.
The fee conversation closes itself.
Cadence Coach scores the difference.
What you get after every session
This isn't a meeting summary. Every session is scored against how top producers actually run these conversations: probe before you answer, earn the concern, close on a date.
What happenedYour overall score and a skill-by-skill read on the whole conversation.
Where it turnedThe timestamped moment that won, or lost, the client's trust.
What went wellThe moments that earned trust, each with its timestamp. Hear them back.
What to work onEach miss paired with the line to try next time.
What stayed buriedThe concern the client never quite trusted you with.
What to practice nextOne focused session to run next, not a lecture.
Session review
Up 28 pts since last session/ 100 · Solid
Earned the deepest fear and a next step, but missed three tells and never invited Karen.
The seven skills
/100 · vs last sessionFocus next · The one thing
When a prospect makes a vulnerable disclosure, pause and honor it before solving, and name the family member.
What stayed buried
Harold built the CD ladder after 2008; changing it feels like overruling him.
Next session · Communication
Name the concern out loud, and who it's about.
Never client-facing.Sessions happen with fictional clients. Cadence Coach doesn't join, record, or transcribe client meetings.
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