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HIGHLIGHTS

Author: Karen Reitor, Communique Productions Inc

Immediate, digital download

File Type: 3-page PDF document

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.

DOCUMENT 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.

Got a question about the product? Email us at [email protected] or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in FAS Performance Management PDF: Case Analyst, Paraplanner & Trader Position Desc PDF (PDF) Document, Karen Reitor, Communique Productions Inc

ABOUT THE AUTHOR: KAREN REITOR, COMMUNIQUE PRODUCTIONS INC

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]

Karen Reitor, Communique Productions Inc has published 85 additional documents on Flevy.

DETAILS

This business document is categorized under the function(s): Organization, Change, & HR Performance Management

It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 215.3 KB

Number of Pages: 3

Related Topic(s): FAS Performance Management

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Mar 10, 2020
Most recent version published: Mar 24, 2020

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

Financial Advising Services (FAS) Performance Management

$615.00

This bundle contains 26 additional documents.

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