In an effort to convey a more effective sales message that will attract new customers, large Wall Street firms are using a variety of methods to help make advisers more like financial planners than salespeople, and which will eventually better cement a relationship with new clients. The Wall Street Journal notes, for example, that UBS holds wealth-management workshops, where advisers engage in role-playing in a wide range of client situations. The sessions are taped so that advisers can work on improving their performance.