DESCRIPTION
This entire Financial Advising Services Performance Management Process is designed to transform cultures and enhance Client Care while holding staff accountable. Most importantly, typically performance expectations and measurements are intangible and difficult to substantiate. Numerous tangible, observable and measurable criteria are provided for each position.
This Performance Management Process is used to achieve the following:
• Communicate performance expectations during the hiring and interviewing process so candidates can assess their desire and ability to commit to the established standards and metrics.
• Continually monitor, document and track performance.
• Identify knowledge gaps and document opportunities for continued development.
• Coach team members to succeed as knowledge gaps or performance issues are identified.
• Utilize as references to objectively complete probationary and periodic, as well as annual performance reviews/assessments and confidently substantiate and justify ratings.
• Provide documentation for initiating corrective action, if needed.
The Human Resources issues addressed include the following:
• Observable and measurable expectations resulting in greater objectivity when evaluating performance.
• Consistent and complete documentation.
• Coaching to enhance communication and promote success.
• Consistency regarding accountability.
• Support and justification for coaching sessions, Performance Review ratings, Individual Development Plans and disciplinary actions.
• Reductions in grievances, increased retention and enhanced employee satisfaction.
Solutions and tools provided include the following:
• Position descriptions and performance expectations
• Position-specific performance assessments
• Individual development plan template
• Individual weekly activity tracking log template
• 1-on-1 coaching worksheet
• Coaching guidelines and worksheet
• Associate Financial Advisor client meeting observation and feedback form
• Client Care Process standards and quality metrics for calendar management, interactions preparation, client interactions, interaction outcomes reviews and business processing and tracking
• Daily/Weekly Staff Meeting agenda and minutes template
• Compiled weekly productivity and accountability tracking
• Performance-based compensation and bonus guidelines
• Sample client care support team compensation plan
• Staff satisfaction survey
Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form.
THERE ARE 27 PRODUCTS IN THIS BUNDLE:
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When coaching team members to succeed, it's important to be specific about what is needed for improvement including specific actions, metrics and expected outcomes and results. ... [read more]
Individual Price: $20.00
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This instrument enables interviewers to effectively measure "soft skill" competencies during the hiring and selection process. Specific questions are recommended for... [read more]
Individual Price: $29.00
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This Financial Advising Services Performance Management Process is comprehensive. Principals, Operations Managers and Human Resources can implement the entire system to... [read more]
Individual Price: $20.00
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This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more]
Individual Price: $29.00
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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... [read more]
Individual Price: $20.00
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This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more]
Individual Price: $29.00
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This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more]
Individual Price: $29.00
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This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more]
Individual Price: $29.00
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This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more]
Individual Price: $29.00
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This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more]
Individual Price: $29.00
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This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more]
Individual Price: $29.00
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This reference lists services provided, potential issues requiring troubleshooting and detailed quality standards and metrics for the following:
* Calendar... [read more]
Individual Price: $39.00
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Managing Principals and/or Operations Managers may use this tool to ensure consistent communication, reporting and accountability among team members.
Depending upon the size... [read more]
Individual Price: $29.00
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These templates and worksheets involve three items:
The Financial Advising Services Individual Development Plan Template is tied to the Performance Assessment and ensures... [read more]
Individual Price: $29.00
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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... [read more]
Individual Price: $20.00
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This reference provides specific guidelines for establishing measures to determine performance-based compensation and bonuses. Included are:
- Considerations for bonuses
-... [read more]
Individual Price: $29.00
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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... [read more]
Individual Price: $20.00
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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... [read more]
Individual Price: $20.00
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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... [read more]
Individual Price: $20.00
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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... [read more]
Individual Price: $20.00
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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... [read more]
Individual Price: $20.00
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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... [read more]
Individual Price: $20.00
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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... [read more]
Individual Price: $20.00
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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... [read more]
Individual Price: $20.00
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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... [read more]
Individual Price: $20.00
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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... [read more]
Individual Price: $20.00
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Managing Principals and/or Operations Managers may use these tools to compile and track performance results:
1. Individual team members track their daily activities and... [read more]
Individual Price: $29.00
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