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BENEFITS OF DOCUMENT

Communicates specific performance expectations for a Licensed Case Analyst, Paraplanner and Trader in a Financial Advising Practice.
Translates intangible performance measurements into tangible, observable and objective criteria.
Management is able to substantiate and justify evaluation ratings and place accountability for effective performance where it is due.

DOCUMENT DESCRIPTION

Transform your culture and way of doing business while ensuring the development and accountability of team members and the adoption of quality standards and metrics to support effective implementation. Tangible and measurable performance expectations are detailed to specific positions so team members know what is expected and management is able to observe and objectively coach and evaluate to support success and retention. Organizations are more relevant and competitive as a result.

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Source: Case Analyst, Paraplanner & Trader Position Desc PDF document

This document is available as part of the following discount bundle(s):

Financial Advising Services (FAS) Performance Management Bundle

Case Analyst, Paraplanner & Trader Position Desc

Sold by Karen Reitor, Communique Productions Inc (this author has 80 documents)

$20.00

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This business document is categorized under the function(s):

Organization, Change, & HR Performance Management

It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 215.3 KB

Number of Pages: 3

Related Topic(s): FAS Performance Management

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Mar 10, 2020
Most recent version published: Mar 24, 2020

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