See the evidence behind feedback
Coaching findings refer back to the transcript and account for the type of meeting being reviewed.
Practise with a purpose
Find a useful coaching point. Practise it before the next meeting.
Good feedback helps you recognise what happened in a conversation and decide what to try next. Ledger Black reviews eligible meetings against the Compass method, linking coaching observations to transcript evidence. Use AI practice scenarios to rehearse discovery, questions and difficult moments in a setting where you can pause, reflect and try again.
Choose a practical focus
Use prioritised coaching to select a behaviour to work on, supported by observations about conversation structure and delivery.
Rehearse a challenging conversation
Practise with AI client personas that have different motivations and levels of resistance, then use the feedback to refine your approach.
Inside the workflow
Less between you
and the work that matters.
A consistent method for meeting review
The review workflow checks meeting type and whether there is enough evidence to assess it. A structured rubric identifies relevant behaviours, with different expectations for discovery and advice conversations. Code determines scoring and priorities, while AI interprets the conversation and prepares coaching observations. The Compass guidance provides examples and common mistakes for further practice.
Make space to try a different approach
Rehearse situations such as a client comparing options, a business owner with limited time or someone hesitant to explain a concern. Each persona has motivations and conditions for sharing more, giving you a reason to listen carefully and choose the next question. Use the feedback alongside supervision and your own reflection, recognising that a simulated conversation cannot predict a client’s response.
The detail matters
Good questions.
Straight answers.
Scope, setup and responsibility. Know where the boundaries are before you begin.
Is every meeting given a score?
No. The review checks meeting type and available evidence first. Short or unsuitable conversations can be marked as not scoreable.
Is this a compliance certification or a guarantee of more sales?
No. Coaching supports reflection and practice. It does not provide regulatory approval or promise a conversion rate. Use it with supervision, client outcomes and your own judgement.
Are the practice scenarios tailored to every advice discipline?
The scenario library centres on insurance conversations today. Discovery and communication skills can be useful elsewhere, but a full mortgage, wealth or planning curriculum is not yet available. Voice practice requires the relevant services to be configured.
The next conversation
Your practice.
With more room for advice.
Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.
Enquire about the next intakeHow the move works