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BENEFITS OF DOCUMENT
  1. Provides client interaction tangible performance criteria.
  2. Identifies gaps for future client interaction development.
  3. Focuses on future development and practice improvements.

DOCUMENT DESCRIPTION

This tool may be used to communicate expectations to advisors meeting with clients as well as to monitor and promote ongoing development. The observer attends scheduled client meetings to recognize and acknowledge advisor strengths as well as to identify gaps where additional coaching or training is needed. Ratings are assigned from "excellent" to "needs further development and practice." The tool provides detailed training and performance criteria in the following areas:

- Preparation
- Self-confidence
- Professional appearance
- Interaction approach
- Listening skills
- Non-verbal communication
- Verbal communication
- Documentation
- First meeting closing
- Second meeting closing
- Knowledge

Space is provided for comments and recommendations as well as for 3-month development and improvement goals.

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: FAS Client Meeting Observation and Coaching Form PDF document

This document can be purchased as part of a discount bundle:

Financial Advising Services (FAS) Performance Management Bundle View Details

This document is part of the following Business Toolkit:

FAS Performance Management View Details
 

FAS Client Meeting Observation and Coaching Form

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 Improvement  

It applies to Financial Advising Services.

File Type: PDF (pdf)

File Size: 129.4 KB

Number of Pages: 4

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

Initial upload date (first version): Mar 23, 2020

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