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Case Analyst, Paraplanner & Trader Position Desc (PDF)
PDF document 3 Pages
BENEFITS OF DOCUMENT
- Communicates specific performance expectations for a Licensed Case Analyst, Paraplanner and Trader in a Financial Advising Practice.
- Translates intangible performance measurements into tangible, observable and objective criteria.
- Management is able to substantiate and justify evaluation ratings and place accountability for effective performance where it is due.
DESCRIPTION
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 effective implementation. Tangible and measurable performance expectations are detailed to specific positions so team members know what is expected and management is able to observe and objectively coach and evaluate to support success and retention. Organizations are more relevant and competitive as a result.
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Source: Best Practices in FAS Performance Management PDF: Case Analyst, Paraplanner & Trader Position Desc PDF (PDF) Document, Karen Reitor, Communique Productions Inc
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Financial Advising Services (FAS) Performance Management
This bundle contains 27 total documents. See all the documents to the right.
