The Fee Conversation
Moving a practice from transactional to fee-based is a conversation problem.
The strategy is set. The playbook exists. What actually moves an advisor's practice is a sequence of conversations they have never been comfortable having: repositioning value, defending the fee, asking for the relationship instead of the trade. Classroom training does not change that. Repetition does.
Stage by stage
Your engagement process turned into waves of scored scenarios at rising difficulty.
A weekly rhythm
Office hours, personal intelligence reports, and coaching that lands while it still matters.
Certification, not completion
Advisors certify against your standard, so finishing means ready.
A ranked, objective view of the whole team's readiness.
Skill gaps clustered by stage, so coaching goes where it moves the number.
Decision-grade data: one sponsor used it to make a promotion decision.
Proof. At a top-10 U.S. wealth manager: 12 of 12 participants certified, 570 practice conversations, and a 21-point score climb on the hardest scenarios across four waves.
This is AI for financial services, applied where revenue actually happens. Not a copilot, not a chatbot: a system that changes what your client-facing people do, and proves it with numbers.
See it on your conversations.
We will build three practice scenarios from your team's real world, no charge, yours to keep either way. Fifteen minutes to scope them.
Get your three scenarios