Turn every advisor into your best advisor
Zocks Coaching Insights scores every advisor’s meetings against the same benchmark. See who’s excelling, who can improve, and what to coach on next.
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Close the gap between your new advisors and your best advisors
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Know who needs coaching first
Coaching Insights groups every advisor by their performance level, giving you their average score, how it’s changed, a trend line, and how many meetings it’s based on. You see where to focus without reviewing a single meeting.
Correct course before bad habits set in
Compare each advisor’s score trend against the benchmark over 90 days, 6 months, or a year. When a score starts to drop, you catch it early, while a conversation can still get things back on track.
Pinpoint the issues behind a low score
Coaching Insights ranks the specific skills flagged most often in each advisor’s meetings, like giving the client room to talk, inviting questions, and booking the follow-up. Every area includes a practical coaching tip and links to the meetings where the issue came up, so feedback is grounded in real examples.
Advisors see their own scores and areas for improvement
Coaching isn’t just for managers. Advisors can see their own average score, how it’s changed over time, and their top areas for improvement. An advisor who sees the agenda flagged as a top area might realize they never said it out loud. They can fix it in their next meeting, without waiting for a coaching session.
FAQs
Each meeting gets a weighted 0-to-100 score across 18 metrics in three groups: scheduling, engagement, and workflow. The score shown in Coaching Insights is an advisor’s average across all scored meetings in the selected period, not just their latest meeting.
The benchmark is a meeting score of 70. Advisors scoring below it are grouped as “below benchmark,” and those at or above 80 whose score is slipping are flagged in the watch zone.
Owners can see scores for everyone. Admins can see regular users’ scores but not each other’s. Advisors can see their own score, trend, and areas for improvement in their Profile, but no one else’s.
Yes. Each area for improvement links to the specific meetings where the issue was flagged. Opening those meetings requires collaboration sharing to be turned on.
Not on its own. Coaching Insights looks at an advisor’s average over at least 90 days, so one rough meeting won’t put anyone in the watch zone. You’ll also see how many meetings each score is based on, since scores built on fewer meetings move more from a single meeting.
No. Zocks never records audio or video. Scores are built from the structured meeting notes Zocks already captures, with the same no-recording architecture as the rest of the platform.
Yes, scoring is on by default in all plans with zero setup required. Account Owners can turn it off in settings.
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