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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 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.

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Source: FAS Client Meeting Observation and Coaching Form PDF document

FAS Client Meeting Observation and Coaching Form

Sold by Karen Reitor, Communique Productions Inc (this author has 84 documents)

$20.00

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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

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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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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:

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