Delivered in collaboration with Ketchup AI, this hands-on workshop helps advisors protect their credibility before problems arise. It is about helping them build better conversation habits, avoid accidental missteps, and keep clearer records of what was actually discussed. Ketchup AI supports advisors during and after client conversations. It helps identify moments where wording may be unclear, incomplete, or overconfident, provides real-time prompts when important clarifications may be needed, and supports post-conversation documentation.
This is not a lecture. Most of the workshop is built around live practice. Participants will role-play real advisory conversations, work through common credibility traps, and practise explaining recommendations in a way that is clear, balanced, and compliant. By the end of the workshop, advisors will understand how to strengthen client trust, reduce avoidable mistakes, and protect themselves if a conversation is ever questioned later.
