← Wealth.com
Wealth.com role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI-powered estate planning platform that lets financial advisors offer estate plans and document analysis to their clients.
Who you'd be calling
Financial advisors, wealth managers, practice leaders and partners at RIAs and wealth management firms.
Your opener
“Hi, this is Sam from Wealth.com. We help advisors bring estate planning to their clients without sending them away to a law firm. Do you talk to your clients about estate planning today?”
Problems you solve for them
- Clients need estate planning but advisors lack an easy way to offer it
- Reviewing old estate documents by hand takes a lot of time
- Advisors want to deepen client relationships and keep family assets
Discovery questions to ask
- How do you handle estate planning for clients right now?
- What happens when a client's estate documents are out of date?
- How do you keep the next generation of a client's family connected to your firm?
Objections they'll throw at you
“I'm busy.”
→ Of course, I'll be quick. Could we pick a 15-minute slot next week to see if it's worth your time?
“Not interested.”
→ Fair. Can I ask how you handle estate planning conversations now, so I know if this even applies?
“We already use an attorney or another tool.”
→ Great, we usually work alongside those. Where does that process slow you down, and would you like to see how we speed it up?
“Send me an email.”
→ Happy to. What's the best address, and what would you most want to see in it?
Competitors worth knowing
Vanilla
Interview tips for this company
- Learn the basics: wills, trusts, RIAs, AUM, and why advisors care about retaining client assets.
- Advisors are busy and guarded. Be short, respectful and clear about the value for their clients.
- Know you're not giving legal advice. Practice saying the product helps advisors, it doesn't replace attorneys.
Written from public information about Wealth.com to help you practice. Ask an insider what their role play looked like; it's the best prep there is.