Discovery
For financial advisors
Know what to say before the client says it.
Practice the conversations that win new clients and grow existing relationships.
Benefits
Be ready for the conversations that matter.
Practice out loud, on your schedule
Talk through real objections with lifelike clients who push back, instead of trying a new answer on a prospect.
Know exactly what to fix
Every full session ends in a scorecard: a skill-by-skill read, the moment that mattered, and the line to try next time.
Grow existing relationships
Rehearse wallet-share conversations like life insurance in the estate plan, structured notes and Roth questions.
No real client data
Every client is fictional, and Cadence Coach never joins, records or transcribes your client meetings.
What you get after every session
Scored as if a master advisor sat in.
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.
Everything on the right came from one 4‑minute practice session.
“Why would I hire an advisor when I could put money in an index fund?”
Objection handling
80/ 100Strong
A new personal best.
What went well
When the prospect pushed back with “my accountant already handles taxes,” you stopped listing services and asked “what would make it worth it to you to hire an advisor?” That pivot surfaced the real need: someone to talk them down in a drop. Replay 00:53
Next time, say this
Client said
“I can put everything in an S&P fund for 0.03%. What would I be paying you for?”
You said
Replay 00:08“you might want to talk to an advisor when the market is down, or you might need help with, like, tax planning”
Try instead
“An S&P fund at 0.03% is a great tool, and I’d never talk you out of it. Before I say what I’d do, what would you actually want help with?”
The conversations you dread are in here. Practice until they’re easy.
The tenth time you hear it, it isn’t a curveball anymore. It’s your cue.
Win new clients
Objection handling
“My brother-in-law handles our investments.”
Reading the room
“I’m really concerned about what’s happening. Should I move everything to cash?”
Communication
“So how do your fees work?”
Moving it forward
Turning a referral into a meeting.
Increase wallet share
Life insurance in the estate plan
“How do we make sure the kids actually get what we leave them?”
Structured notes
“A friend is getting 5% on a structured note. What is that?”
Securities-based lending
“I have a huge gain in this stock, but I don’t want to pay the taxes to sell it.”
SMAs and model portfolios
“Who would actually be managing my money?”
Traditional vs. Roth IRA
“Should we be doing a backdoor Roth?”
Train by skill
Five skills, one at a time.
Each drill trains one skill. Full scenarios put them all together in one scored conversation.
Discovery
Ask the questions that uncover what really matters.
5 drills
Objection handling
Respond well when a client pushes back.
13 drills
Reading the room
Notice what the client is feeling, and show them you get it.
8 drills
Communication
Explain a financial idea so a smart non-expert gets it.
12 drills
Moving it forward
Agree on a clear, mutual next step.
8 drills
Full scenarios
Put every skill together in one scored conversation. Counts toward your Progress trend.
Never client-facing.Sessions happen with fictional clients. Cadence Coach doesn't join, record, or transcribe client meetings.
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