From Roleplay to Revenue: Operationalizing Real-World Sales Readiness
In “From Roleplay to Revenue: Operationalizing Real-World Sales Readiness,” discover how learning and sales enablement leaders can move beyond traditional roleplay to prepare teams for real customer conversations. This webinar explores practical strategies for embedding realistic scenarios, coaching, and feedback into sales training so reps can build confidence, accelerate ramp time, and translate learning into measurable performance and revenue impact.
RegisterWestPac Wealth Partners built its reputation on high-touch advisor development, leveraging shadowing, in-person roleplay, and periodic workshops to prepare advisors for critical client conversations.
But as the organization grew, leadership recognized a challenge: traditional coaching methods were effective, yet difficult to scale, measure, and repeat consistently across a rapidly expanding team.
In this session, WestPac will share how they modernized advisor readiness by introducing AI-powered roleplay to support:
- Practicing initial client meetings and financial discovery conversations
- Building rep confidence through repetition in a private, unrecorded environment
- Giving leadership clearer insight into where advisors are in their development
By implementing realistic AI client simulations, WestPac enabled advisors to rehearse high-stakes conversations in a safe, repeatable environment, while giving leadership a more consistent view of skill development across the organization.
- Attendees will hear directly from WestPac leadership about:
- Why traditional practice models reached their limits as the firm scaled
- How AI simulations replicate real client dynamics with high realism
- How instant feedback accelerates advisor confidence and performance
- How leadership reclaimed time for higher-leverage coaching by letting reps arrive more prepared
This conversation moves beyond theory. It's an operator-to-operator discussion about what it actually looks like to turn practice into performance.
Speaker
Rich Kettley
VP of Marketing & Training
WestPac Wealth Partners
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