Your Client Meetings Are Now Your Best Coach

This month, we're excited to officially introduce one of the most requested additions to Bloks: AI Coaching.

Since day one, Bloks has helped advisors capture and document client conversations automatically. Now, we're taking the next step—helping you improve those conversations, too.

🎯 New: AI Coaching

Every client conversation is an opportunity to strengthen relationships, improve communication skills, and uncover opportunities that might otherwise go unnoticed.

With AI Coaching, Bloks automatically reviews your conversations and provides personalized feedback across five key areas:

• Listening

• Questioning

• Clarity

• Emotional Engagement

• Ownership of Next Steps

After each conversation, you'll receive:

✅ A coaching score out of 100
✅ Strengths identified from the discussion
✅ Areas for improvement
✅ Actionable recommendations you can apply immediately in future meetings

Whether you're a new advisor looking to build confidence or an experienced professional committed to continuous improvement, AI Coaching provides objective feedback after every interaction.

See it in action below 👇

Why We Built It

Most advisors spend years refining their communication skills, yet meaningful feedback is surprisingly rare.

As a result, valuable opportunities can easily be missed:

• A client mentions an upcoming life event

• Someone expresses concerns about retirement readiness

• A business owner discusses succession planning

• A client hints at a need that isn't being actively addressed

These moments often contain important signals—but they're easy to overlook in the flow of a conversation.

Traditionally, coaching requires:

• Sitting in on meetings

• Reviewing recordings manually

• Significant manager or mentor involvement

• Hours of review and follow-up

With Bloks, every conversation can automatically become a source of coaching and business intelligence.

Every conversation contains signals. Bloks helps ensure those signals are captured, recognized, and acted upon.

How It Works

Getting started is simple:

1. Complete a meeting as you normally would.

2. Bloks generates your meeting summary.

3. Open the new Coaching tab.

4. Review your score, strengths, and recommendations.

That's it.

No additional setup. No extra workflows. No additional administrative work.

Just actionable feedback from every client conversation.