---
title: Advisor Coaching with Zeplyn
description: Advisor Coaching evaluates your client and prospect meetings against a coaching rubric your firm defines, then delivers specific, evidence-based feedback tied to moments in the conversation.
---
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1. [Zeplyn Help Center](https://kb.zeplyn.ai/en-us/zeplyn-help-center?hsLang=en-us)
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# Advisor Coaching with Zeplyn
## Coach every client conversation — automatically!
Advisor Coaching evaluates your client and prospect meetings against a coaching rubric your firm defines, then delivers specific, evidence-based feedback tied to moments in the conversation. Advisors get timely guidance while a meeting is still fresh, and managers get a scalable way to understand performance across the whole firm — without sitting in on every call or reading transcripts line by line.
Because every firm has its own philosophy and service model, the coaching rubric is fully customizable. You define what advisor excellence looks like, and Zeplyn scores every meeting against it.
Who can use it:
- **Advisors** receive per-meeting scores and coaching tips, and can practice upcoming conversations with AI role-play. Per-meeting coaching is part of **Zeplyn Meeting Assistant**.
- **Managers and team leads** generate coaching reports across advisors, teams, and date ranges, and review firm-wide performance trends. Reports, insights, and AI role-play use **Ask Zeplyn**, powered by **Zeplyn Agent Nexus**.
- **Org admins** turn Advisor Coaching on, choose which meeting types it applies to, and work with Zeplyn to calibrate the rubric.
Per-meeting coaching (advisors):
After a client or prospect meeting is processed, a **coaching tab** appears on the meeting note. It scores the conversation against your firm's rubric and surfaces specific strengths, areas for improvement, and coaching opportunities — each supported by examples from the meeting itself.
For every meeting, advisors see:
1. A **score** for the meeting against the firm's success criteria.
2. **Coaching tips** tied to specific moments in the conversation.
3. A short explanation of **what happened, why it matters, and how to improve** next time.
Because feedback arrives while the conversation is still fresh, advisors can act on it right away rather than waiting for an annual review.
Firm-wide coaching reports (managers):
Understanding one meeting is useful. Understanding patterns across hundreds of them is transformational.
Using **Ask Zeplyn**, managers can generate coaching reports in seconds instead of manually reviewing notes or transcripts:
1. Open **Ask Zeplyn**.
2. Ask for a coaching report across an **advisor, team, or date range** (for example, *"Give me an overview of each advisor's coaching results for last week"*).
3. Review common coaching opportunities, recognize top-performing advisors, and identify where additional training will have the greatest impact.
This lets leaders move beyond anecdotal observations and make coaching decisions based on objective patterns across the organization — helping deliver a more consistent client experience regardless of which advisor a client works with.
Practice before the conversation happens:
Advisor Coaching isn't only for evaluating past meetings — it also helps advisors prepare for future ones.
1. In **Ask Zeplyn**, build a **personality profile** for a client using intelligence from meeting notes and email history. The profile captures communication preferences, decision-making style, and relationship dynamics.
2. **Role-play** an upcoming conversation — a fee-increase discussion, an annual review, a prospect meeting, or another high-stakes interaction — with AI that responds the way that specific client would.
3. Receive **personalized feedback** on what went well, where the conversation could improve, and recommendations tailored to that client's communication style.
4. Generate a downloadable **cheat sheet** to reference during the actual meeting.
Customizing your coaching rubric:
Advisor Coaching adapts to each firm's definition of advisor excellence. You can calibrate scoring criteria to reflect the behaviors, communication styles, and client-experience standards that matter most to your firm.
A rubric evaluates a meeting across the behavioral dimensions you choose. For example, a client review rubric might score dimensions such as goal alignment, proactive advice, addressing concerns, and relationship deepening, with each dimension rated (for example, Strong / Developing / Needs work) and mapped to a point value.
To set up or adjust your rubric, contact **Zeplyn Support** — self-serve rubric configuration is planned for a future release.
Turning on Advisor Coaching (org admins):
Advisor Coaching is enabled at the **organizational level**. To turn it on:
1. Contact **Zeplyn Support** to enable Advisor Coaching for your organization and calibrate your rubric.
2. Choose which **meeting types** the coaching tab should appear for (for example, all client and prospect meetings).
3. Confirm your team has the right access — per-meeting coaching requires **Zeplyn Meeting Assistant**, and manager reports and AI role-play require **Zeplyn Agent Nexus**.
*For additional questions, please reach out to* [support@zeplyn.ai](mailto:support@zeplyn.ai).
- [Getting started](https://kb.zeplyn.ai/en-us/zeplyn-help-center/getting-started?hsLang=en-us)
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