Calls for wealth management

Practice the conversation before a client's on the line.

Calls gives investment advisors short, hands-on practice for prospect calls, difficult client conversations, and the moments that shape trust.

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Calls scenario library displayed on a phone held in hand

Calls, wherever you practice

Choose a realistic situation, place the call, and get coached while the conversation is still fresh.

Wealth Management scenario library

Real conversations. Ready when you are.

Practice across the full arc of an advisor relationship—from first introductions to difficult decisions and major life events.

Foundational

05
  1. 01Routine client check-in
  2. 02Returning a client voicemail
  3. 03Distribution request
  4. 04Scheduling a review meeting
  5. 05Introduction to a newly assigned client

Business development

06
  1. 01Prospect discovery call
  2. 02I already have an advisor
  3. 03Fee conversation with a prospect
  4. 04Follow-up after a proposal
  5. 05Asking a client for a referral
  6. 06CPA introduction call

Difficult conversations

06
  1. 01Fee increase
  2. 02Retirement goal out of reach
  3. 03Overspending
  4. 04Concentrated position
  5. 05Advisor transition
  6. 06Estate and incapacity planning

Upset clients

06
  1. 01Market drop panic
  2. 02Trade error
  3. 03Missed RMD
  4. 04Fees on the statement
  5. 05Slow service
  6. 06Threatening to leave

Life events

05
  1. 01New retiree
  2. 02Death of a spouse
  3. 03Inheritance
  4. 04Divorce
  5. 05Job loss

Create your own scenario with AI.

Describe any conversation and the Calls app builds a practice scenario around it.

Try it in Calls

Calls pricing

Start free. Build a practice habit.

Practice real conversations and get coached on every call.

Free

$0

  • 5 calls in your first 14 days, then 2 each month
  • Foundational scenarios
  • Personal scorecard
  • Shareable practice report
Try for free

Advisor

Best for individuals

$19 a month, billed annually

$29 month-to-month

  • 10 calls each month
  • Full scenario library
  • Your history and trends
Start Advisor

Team

Best for teams

$49 per person a month, billed annually

$59 month-to-month

  • Manager dashboard: hours, calls, and scores
  • Documented practice records
  • Team library and seat management
  • 25 calls per person each month
Start Team

Enterprise

Custom pricing

Let's talk

  • Everything in Team
  • Scenarios built for your organization
  • SSO and user provisioning
  • Dedicated onboarding and support
Contact sales

Cancel anytime. Add team members at the same rate.

For wealth firms

Built for your firm. Customized for your advisors.

Your firm’s name, mission, values, and service standards shape each scenario, so practice carries directly into client meetings.

01

Mission & values

Scenarios reflect what your organization stands for.

02

Service standards

Teams rehearse in your language and to your standards.

03

Simple access

Runs in the browser with your email address or secure social login.

04

Private by design

Realistic practice without customers’ private details in the platform.

Backed by Denali Training

Built by people who develop professionals for a living.

DenaliLearn comes from an Omaha firm that helps organizations build stronger managers, advisors, and client-facing teams. Calls carries that work from live development into the rest of the week.

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Tell us what your team needs.

Share a little about your firm, your advisors, or the conversations you want them ready for. We’ll follow up soon.

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Practice a real scenario today.

The Calls App is free to try. Start practicing and watch your record build.

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