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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: 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
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FAS Client Meeting Observation and Coaching FormSold by Karen Reitor, Communique Productions Inc (this author has 84 documents)
This business document is categorized under the function(s): It applies to Financial Advising Services File Size: 129.4 KB Number of Pages: 4 Related Topic(s): Coaching 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 23, 2020 Ask the Author a Question Must be logged in Click here to log in ![]() ![]() |
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