"What's the close rate on your largest deals right now — the ones where the client is comparing you against a wirehouse or another RIA? Those are the calls where a structured objection response probably matters most."
"The highest-performing advisors in our network use this specifically on their largest opportunities — not because they're struggling, but because one bad call on a $5M mandate is worth more than the tool costs for a year."
"What if we did a pilot with your top 2 advisors on their next 5 largest opportunities — no mandate, just measurement? If the objection resolution rate improves, they'll ask for team access themselves."
| Down pmt | Amount | Monthly |
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