New offering helps financial advisors rehearse client conversations and walk in with confidence.

NEW YORK: WealthStream, the leader in advice intelligence for the wealth management industry, today announced the addition of OpenAI’s GPT-Live-1 to Practice, its offering designed to help financial advisors prepare for client conversations. Practice will launch next week at WealthStream’s Booth 240, Zone 1, during the Future Proof Festival, September 14–17, in Huntington Beach, California.

Practice brings WealthStream’s advice intelligence into an interactive environment where advisors can rehearse before they meet with clients. The addition of GPT-Live-1 brings natural voice conversation to that experience, helping advisors practice how they communicate advice, respond to questions, and navigate discussions that require both financial expertise and a human connection.

For financial advisors, knowing what to recommend is only part of being prepared. Explaining the reasoning, understanding a client’s concerns, and responding clearly in the moment can determine whether advice leads to action. Practice is built around that critical step between developing a recommendation and delivering it with confidence.

Whether preparing to explain a complex recommendation, address uncertainty, or guide a sensitive financial discussion, advisors need room to work through their approach. Practice gives them an opportunity to say it out loud, explore how a conversation might unfold, and refine their delivery before the actual meeting.

The addition of GPT-Live-1 supports a more conversational rehearsal experience, allowing advisors to move beyond reviewing talking points and practice the exchange itself.

“Preparation isn’t just knowing what you want to say, it’s being ready for what the client says next,” said Jeff Shortis, Chief Product Officer and Co-Founder of WealthStream. “GPT-Live-1 helps us make Practice feel more like a real conversation, giving advisors the opportunity to work through questions, sharpen their explanations, and build confidence before the meeting. We want every advisor to walk in ready to listen, respond, and make complex advice understandable.”

With Practice, WealthStream extends its advice intelligence offering into the conversations where advice becomes personal. The launch reflects the company’s focus on helping advisors translate insight into meaningful client engagement.

Practice by WealthStream. Walk in with confidence.

To learn more, visit WealthStream.ai.

About WealthStream

WealthStream is the leader in advice intelligence for the wealth management industry. WealthStream helps financial advisors turn insight into advice and prepare for the conversations that move clients forward. Its Practice offering brings AI-powered conversation rehearsal to advisor preparation.

Fonte: Business Wire