Foundational
05- 01Routine client check-in
- 02Returning a client voicemail
- 03Distribution request
- 04Scheduling a review meeting
- 05Introduction to a newly assigned client
From Denali Training · Free to try
Practice the conversation before a client's on the line.
DenaliLearn gives investment advisors short, hands-on practice for prospect calls, difficult client conversations, and the moments that shape trust.
Calls, wherever you practice
Choose a realistic client situation, place the call, and get coached while the conversation is still fresh.
Scenario library
Real conversations. Ready when you are.
Practice across the full arc of an advisor relationship—from first introductions to difficult decisions and major life events.
Business development
06- 01Prospect discovery call
- 02I already have an advisor
- 03Fee conversation with a prospect
- 04Follow-up after a proposal
- 05Asking a client for a referral
- 06CPA introduction call
Difficult conversations
06- 01Fee increase
- 02Retirement goal out of reach
- 03Overspending
- 04Concentrated position
- 05Advisor transition
- 06Estate and incapacity planning
Upset clients
06- 01Market drop panic
- 02Trade error
- 03Missed RMD
- 04Fees on the statement
- 05Slow service
- 06Threatening to leave
Life events
05- 01New retiree
- 02Death of a spouse
- 03Inheritance
- 04Divorce
- 05Job loss
Need a scenario that is specific to your firm?
Create your own with AI or talk with us about a tailored team library.
Calls pricing
Start free. Build a practice habit.
Practice real client conversations and get coached on every call.
Free
$0
- 5 calls in your first 14 days, then 2 each month
- Foundational scenarios
- Personal scorecard
- Shareable practice report
Advisor
Best for individuals$19 a month, billed annually
$29 month-to-month
- 10 calls each month
- Full scenario library
- Your history and trends
Team
Best for firms$49 per advisor a month, billed annually
$59 month-to-month
- Manager dashboard: hours, calls, and scores
- Practice records for the compliance file
- Team library and seat management
- 25 calls per advisor each month
Enterprise
Custom pricingLet's talk
- Everything in Team
- Scenarios built for your firm
- SSO and user provisioning
- Dedicated onboarding and support
Cancel anytime. Add advisors at the same rate.
For firms
Built for you. Customized for you.
Your firm’s name, mission, values, and service standards shape each scenario, so practice carries directly into client meetings.
01
Mission & values
Scenarios reflect what your firm stands for.
02
Service standards
Advisors rehearse in your language and to your standards.
03
Simple access
Runs in the browser with email-link and phone-code sign-in.
04
Private by design
Realistic practice without clients’ private details in the platform.
The apps
A growing system for advisor development.
Calls is available now. Future apps used with Denali Training clients are planned for public release soon.
Flagship · Free to try
01Calls
Advisors rehearse prospect conversations, hard client talks, and an upset client on the line. Every call adds to a documented record of reps and hours.
Try Calls freeCOMMING SOON
02Cards
Presenters send interactive cards during live sessions and webcast. Attendees respond from their phones, and every response is recorded.
Future public app
IN PLANNING
03Coaching
Structure for manager 1:1s, goal tracking, and assigned learning, so development continues between sessions.
Future public app
Backed by Denali Training
Built by people who develop advisors for a living.
DenaliLearn comes from the Omaha firm developing managers and next-generation advisors at RIAs and wealth advisors with 25 to 500 employees. The apps carry that work from live sessions into the rest of the week.
Start with one call
Practice a real scenario today.
The Calls App is free to try. Start practicing and watch your record build.
Try Calls free