PromethistAI Empower · Advisory selling

Practice advising, not only pitching.

Clients arrive better informed than ever. What they still need is someone who understands their situation, explains the options honestly and recommends a sound next step. Empower helps advisors and bankers build that skill in practice, before the meeting.

What people practice

  • Finding out what the client wants to achieve before talking about products
  • Explaining two options and what each would mean for this client
  • Saying when the right step is to wait, or not to buy
  • Answering "What would you do?" without overstepping
  • Bringing in a specialist when the question goes beyond your role
Why it matters

Product knowledge is easy to look up. Judgment is not.

The client did their homeworkMany clients now ask an AI assistant before they meet you. They need more than a list of features from the person across the table.
Advice is judged by the advisorClients often cannot check whether a recommendation was right until years later. They judge it by whether they felt understood.
Few teams were trained for itMost sales training teaches the pitch. The advisory conversation, with its questions, trade-offs and restraint, is harder to teach in a classroom.
How it works

Your experts decide what good advice sounds like.

Scenarios can be built and scored around your own advisory standards. The coach then helps each person get closer to them, one conversation at a time.

  1. 01PrepareBefore a client meeting, the coach helps work out what the client may want and which questions to ask.
  2. 02RehearseA role-play client who is unsure, skeptical or in a hurry. People practice listening before recommending.
  3. 03DebriefFeedback on what moved the conversation forward: understanding the situation, explaining trade-offs, agreeing a next step.
  4. 04GrowThe coach picks the next thing to practice, based on what this person found hard.

Bring one advisory conversation your team finds hard.

Book a demo