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FAS Client Meeting Observation and Coaching Form (PDF)

Author: Karen Reitor, Communique Productions Inc

File Type: 4-page PDF document

$20.00

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BENEFITS OF DOCUMENT

Provides client interaction tangible performance criteria.
Identifies gaps for future client interaction development.
Focuses on future development and practice improvements.

DOCUMENT DESCRIPTION

This product (FAS Client Meeting Observation and Coaching Form) is a 4-page PDF document, which you can download immediately upon purchase.

This tool may be used to communicate expectations to advisors meeting with clients as well as to monitor and promote ongoing development. The observer attends scheduled client meetings to recognize and acknowledge advisor strengths as well as to identify gaps where additional coaching or training is needed. Ratings are assigned from "excellent" to "needs further development and practice." The tool provides detailed training and performance criteria in the following areas:

• Preparation
• Self-confidence
• Professional appearance
• Interaction approach
• Listening skills
• Non-verbal communication
• Verbal communication
• Documentation
• First meeting closing
• Second meeting closing
• Knowledge

Space is provided for comments and recommendations as well as for 3-month development and improvement goals.

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 Coaching, FAS Performance Management PDF: FAS Client Meeting Observation and Coaching Form 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.

$20.00

All fees included. Immediate download upon purchase.

Add to Cart

DOCUMENT DETAILS

File Type: PDF

(pdf)

File Size: 129.4 KB

Number of Pages: 4

Related Topic(s): Coaching FAS Performance Management

Immediate digital download upon purchase.

Lifetime document updates included with purchase.

Initial upload date (first version): Mar 23, 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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