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Case Analyst, Paraplanner & Trader Position Desc (PDF)

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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

This product (Case Analyst, Paraplanner & Trader Position Desc) is a 3-page PDF document, which you can download immediately upon purchase.

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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OVERVIEW

File Type: PDF

(PDF)

File Size: 215.3 KB

Number of Pages: 3

Current version published: Mar 24, 2020

Initial upload (first version): Mar 10, 2020

ABOUT THE AUTHOR

Author: Karen Reitor, Communique Productions Inc

Additional documents from author: 85

Since 1985, Communique Productions has worked with over 175 clients and completed over 3000 talent development and management consulting projects. Karen Reitor, President and Founder, is a Certified Management Consultant and a Certified Professional in Learning and Performance. [read more]

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