Women & Wealth Roleplays

Interactive Practice Tool

Client Conversations: Practice Before You’re in the Room

Work through three guided scenarios designed to help advisors recognize assumptions, adjust their language, and engage women in wealth more thoughtfully.

Each exercise reveals one step at a time. Answer first and reflect after.

Married couple meeting with advisor
Scenario 1

The Couple

Both clients are in the room, but longstanding relationship habits may shape who gets your attention first.

Focus: Inclusion, eye contact, and assumptions about who leads decision-making.
Woman in reflective professional setting
Scenario 2

The Recently Divorced or Widowed Client

A major life transition has changed the context of the relationship. Your tone matters as much as your advice.

Focus: Avoiding assumptions, meeting the client at her level, and creating space for agency.
Confident professional woman in decision-making role
Scenario 3

The Primary Decision-Maker

She is clearly leading the conversation and expects strategic thinking, not a watered-down version of it.

Focus: Matching expertise, respecting authority, and avoiding outdated conversational defaults.


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