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BENEFITS OF DOCUMENT
This reference lists services provided, potential issues requiring troubleshooting and detailed quality standards and metrics for the following:
• Calendar Management
• Interaction Preparation (Case Work/Financial Plan)
• Client Interaction (Meeting, Call, Web-Enabled Session)
• Interaction Outcomes Review
• Business Processing and Tracking
Numerous specific actions are provided for monitoring and managing outcomes, particularly as they relate to tasks directly impacting clients. The intents are to establish a culture of quality and offer specific guidance for continuous improvement.
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Source: Best Practices in FAS Performance Management PDF: FAS Client Care Process Standards and Quality Metrics 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.
Communique is an Accredited Provider certified by the International Association of Continuing Education and Training and also is certified as a Woman-Owned and a Small Business Enterprise.
Using a signature learner-centered and activities-based approach to talent development, Communique has consistently succeeded to helping bridge organizations from where they are to where they want to be. We have a reputation for assisting organizations in addressing complex and long-unresolved issues associated with transforming organizations through their people.
Sample clients include the City of Cincinnati, Ameriprise Financial, LensCrafters/EyeMed, Cincinnati Bell, CSX Transportation and many other small to mid-sized organizations.
Karen Reitor, Communique Productions Inc has published 85 additional documents on Flevy.
This business document is categorized under the function(s): Organization, Change, & HR Performance Management
It applies to Financial Advising Services
File Size: 452.7 KB
Number of Pages: 14
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 23, 2020
Most recent version published: Mar 24, 2020
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Financial Advising Services (FAS) Performance Management
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