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The coaching platform built for TDI sales managers. Diagnose skill gaps, practice real scenarios, track OKRs, and develop your managers — all in one place.
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6-axis skill radar charts identify exactly where each advisor needs help. AI-powered recommendations prioritize coaching focus.
Bronze, Silver, and Gold scenario tiers with real client personas. Role-play with simulated conversations and manager debrief prompts.
GROW-I structured coaching sessions with live note capture. Situational leadership playbook adapts to each advisor's stage.
VP and AVP strategies flow down through the hierarchy with tracking. Every level acknowledges and reports execution progress.
Coaching isn't just for advisors. Track TM and GM coaching competencies with their own development plans.
Quarterly Objectives and Key Results cascade from team goals. Visual progress tracking keeps everyone aligned.
7 real-world objections with root cause analysis, pivot strategies, common traps, and manager coaching prompts.
VP, AVP, Group Manager, Team Manager, Advisor — each role sees exactly what they need. Visibility cascades downward.
ElevateTDI is an internal coaching platform designed to strengthen how we develop our advisors and managers across the call centre.
Improve advisor confidence and competence in client conversations, while giving Team Managers and Group Managers structured plans to sharpen their own coaching capabilities.
Every level of the call centre — from VP to front-line advisors. Each role gets a tailored view with the tools and data they need to drive performance.
Our coaching sessions follow a structured 5-step model — Goal, Reality, Options, Will, and Insurance Check — ensuring every conversation is focused, actionable, and compliant.
Access is restricted to @td.com and @tdinsurance.com email addresses. Email verification is required. All data stays within our organization.