This is a partial preview of FAS Client Meeting Observation and Coaching Form (4-page PDF document). Full document is 4 pages.

Please register (it's free!) or login to view the remaining preview.

Save to List

FAS Client Meeting Observation and Coaching Form (PDF)

$20.00

ALL FEES INCLUDED

Add to Cart

HIGHLIGHTS

Author: Karen Reitor, Communique Productions Inc

Immediate, digital download

File Type: 4-page PDF document

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.

DETAILS

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

It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 129.4 KB

Number of Pages: 4

Related Topic(s): Coaching 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

Ask the Author a Question

Must be logged in

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.

View Full Details

Assoc Financial Advisor & Operations Manager Sample Improvement Goals

4-page PDF document

$20.00

Author:

Financial Advising "Soft Skills" Interviewing Instrument

9-page PDF document

$29.00

Author:

FAS Performance Management System Implementation Guidelines

4-page PDF document

$20.00

Author:

FAS Operations Manager & Lead Planner Performance Assessment

6-page PDF document

$29.00

Author:

Licensed Case Analyst, Paraplanner & Trader Performance Assessment

6-page PDF document

$29.00

Author:

FAS Client Care Specialist Performance Assessment

6-page PDF document

$29.00

Author:

FAS Business Processor Performance Assessment

6-page PDF document

$29.00

Author:

FAS Calendar Manager/Meeting Planner Performance Assessment

6-page PDF document

$29.00

Author:

FAS Client Concierge/Office Coordinator Performance Assessment

6-page PDF document

$29.00

Author:

FAS Marketing & Branding Coordinator Performance Assessment

6-page PDF document

$29.00

Author:

FAS Client Care Process Standards and Quality Metrics

14-page PDF document

$39.00

Author:

FAS Daily/Weekly Staff Meeting Agenda and Minutes Template

5-page PDF document

$29.00

Author:

FAS Individual Development Templates and Coaching Worksheets

5-page PDF document

$29.00

Author:

FAS Operations Manager Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

FAS Performance-Based Comp & Bonuses Guidelines & Sample Plan

7-page PDF document

$29.00

Author:

Assoc Financial Advisor Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

Lead Financial Planner Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

Case Analyst, Paraplanner & Trader Position Desc

3-page PDF document

$20.00

Author:

FAS Client Care Specialist Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

Sr Advisor Asst/Client Care Position Desc/Performance Expectations

3-page PDF document

$20.00

Author:

FAS Business Processor Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

FAS Calendar Manager/Meeting Planner Position Desc/Performance Expectations

2-page PDF document

$20.00

Author:

FAS Client Concierge/Office Coordinator Position Desc/Performance Expectations

4-page PDF document

$20.00

Author:

FAS Marketing & Branding Coordinator Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

FAS Finance & Accounting Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

FAS Individual & Compiled Weekly Productivity Tracking Logs

5-page PDF document

$29.00

Author:

CUSTOMER TESTIMONIALS

"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact that it is not at all just a repository of documents/resources but, in the way that David and his team manage the firm, it is like dealing with consultants always ready to assist, advise and direct you to what you really need, and they always get it right.

I am an international hospitality accomplished senior executive who has worked and lived during the past 35 years in 23 countries in 5 continents and I can humbly say that I know what customer service is, trust me.

Aside from the great and professional service that Flevy's team provide, their wide variety of material is of utmost great quality, professionally put together and most current.

Well done Flevy, keep up the great work and I look forward to continue working with you in the future and to recommend you to a variety of colleagues around the world."

– Roberto Pelliccia, Senior Executive in International Hospitality

"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group

"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting

"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy usually has just what I need to make my point.

It is well worth the money to purchase these presentations. Sure, I have the knowledge and information to make my point. It is another thing to create a presentation that captures what I want to say. Flevy has saved me countless hours of preparation time that is much better spent with implementation that will actually save money for my clients."

– Ed Kemmerling, Senior Lean Transformation Expert at PMG

"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox."

– Michael Duff, Managing Director at Change Strategy (UK)

"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates

"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."

– Michael Evans, Managing Director at Newport LLC

"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me in a fraction of the time and money of other solutions. I strongly recommend FlevyPro to any consultant serious about success."

– Bill Branson, Founder at Strategic Business Architects

SELECT CUSTOMERS

Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.