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


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.

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Source: FAS Client Meeting Observation and Coaching Form PDF document

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

Financial Advising Services (FAS) Performance Management Bundle

FAS Client Meeting Observation and Coaching Form

Sold by Karen Reitor, Communique Productions Inc (this author has 84 documents)


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

It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 129.4 KB

Number of Pages: 4

Related Topic(s): Coaching FAS Performance Management

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

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