Coaching for financial advisors
Advisors spend their days in conversations where trust is everything: the call when markets drop, the fee discussion, the referral ask. TextLauren is a coach you text before those conversations and after them. It helps with how you communicate and lead, not with investment advice.
Lauren is a real coach. You're texting an AI trained on her coaching.
Who it's for
Financial advisors, wealth managers and planners: client calls when markets drop, the fee conversation, asking for referrals, leading a growing practice, and the succession conversation nobody wants to start.
What advisors text Lauren about
When markets drop
Lauren helps you prepare calls to worried clients: what to say first, and how to listen before you explain.
Talking about fees
Raising fees or explaining them, calmly and without apologizing.
Asking for referrals
Asking in a way that feels natural rather than salesy.
Leading your team
Hiring your first associate advisor, and giving feedback to your operations staff.
Succession and partnership
The conversation with a senior partner about the future of the practice.
How it works
- Text the moment. Save Lauren's number and text her in iMessage or SMS: from the hallway, before the meeting, at 11pm. Nothing to schedule or install, and there's an iPhone app if you want your history and goals in one place.
- She asks before she advises. A question or two, then a plan, a script or some honest pushback. Replies usually arrive within a minute.
- She remembers and follows up. Lauren keeps track of your people, goals and patterns, checks in before and after the big moments, and runs a weekly goal with you, set on Monday and reviewed on Friday. You can see and edit what she remembers.
- It stays private. Your messages are encrypted and never sold. Your employer sees nothing unless they sponsor a team plan, and then only anonymous themes.
What it looks like
markets down 9% this month. 20 client calls to make and I'm dreading the first one
start with the clients most likely to be worried, not the easiest ones. what's your opening line?
I was going to explain what's happening in the markets
start with them instead: "I'm calling because a month like this can be unsettling, and I want to talk about what it means for your plan specifically." then listen first. most people want to feel heard before they want the market recap
Prep the conversation, keep the trust.
Text Lauren the call you're dreading. She'll help you open it well and plan for the hard question.
Hi Lauren! I'm a financial advisor and want help preparing for a client conversation.
Lauren is a real coach. You're texting an AI trained on her coaching. Your first week is free. Cancel anytime from your account or by texting Lauren.
Frequently asked questions
Is there coaching for financial advisors?
Yes. Advisors use coaches for practice growth, client conversations, leading a team and succession planning. Lauren focuses on conversations and decisions, not investment advice.
Can Lauren help with compliance questions?
No. Follow your firm's compliance guidance. Lauren can help with how you communicate, prepare and lead.
How do I ask clients for referrals?
Make it specific and low-pressure, right after a moment of value: "If you know someone facing the decision you just made, I'd be glad to talk with them." Lauren can help you find a version that sounds like you.
Is Lauren a real person?
Lauren Baptiste is a real executive coach and a CPA who spent 13 years at EY. When you text, you're texting an AI trained on her coaching, which is why replies usually arrive within a minute, day or night.