01The coaching lead’s view
See the whole practice in one place.
A coaching lead can’t sit in every meeting. Aevon shows them which advisors need their help right now, what each one is working on, and whether the practice they’ve sent has made a difference in the meetings since.
Your coaching lead sees
- —Who needs attention this week: advisors slipping, stuck on the same growth area, or gone quiet.
- —Whether the firm is getting better in the room, month over month.
- —Whether a habit is firm-wide or sits with a couple of advisors.
- —Practice assignments: send a scenario, name the behavior it should move, and see whether it changed in real meetings afterward.
What they never see
- —An advisor's private coaching. What happened in a meeting and what to try next stays with the advisor.
- —Client conversations. The firm sees categories and numbers, never quotes.
- —Anything unlogged. Every view a supervisor opens is recorded, and each advisor can pause their own visibility.
A live view, seeded with a fictional firm.