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Assoc Financial Advisor & Operations Manager Sample Improvement Goals (PDF)
PDF document 4 Pages
BENEFITS OF DOCUMENT
- Clearly define performance improvement requirements.
- Provide meaningful feedback for improved performance including specific actions.
- Consistently focus on continuous improvement that includes those in higher-level positions.
DESCRIPTION
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. It's often more difficult and uncomfortable to address performance improvements for more complex and higher-level positions.
This reference provides specific examples of performance goals and specific actions that we have recommended for Associate Financial Advisors and for Operations Managers. The emphases for Associate Financial Advisors are to maintain frequent client communication and work at growing their business. The emphases for Operations Managers are on consistent feedback regarding quality and productivity and frequent communications.
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Source: Best Practices in FAS Performance Management PDF: Assoc Financial Advisor & Operations Manager Sample Improvement Goals PDF (PDF) Document, Karen Reitor, Communique Productions Inc
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Financial Advising Services (FAS) Performance Management
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