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BUNDLE DESCRIPTION

This entire Financial Advising Services Performance Management Process is designed to transform cultures and enhance Client Care while holding staff accountable. Most importantly, typically performance expectations and measurements are intangible and difficult to substantiate. Numerous tangible, observable and measurable criteria are provided for each position.

This Performance Management Process is used to achieve the following:

• Communicate performance expectations during the hiring and interviewing process so candidates can assess their desire and ability to commit to the established standards and metrics.
• Continually monitor, document and track performance.
• Identify knowledge gaps and document opportunities for continued development.
• Coach team members to succeed as knowledge gaps or performance issues are identified.
• Utilize as references to objectively complete probationary and periodic, as well as annual performance reviews/assessments and confidently substantiate and justify ratings.
• Provide documentation for initiating corrective action, if needed.

The Human Resources issues addressed include the following:

• Observable and measurable expectations resulting in greater objectivity when evaluating performance.
• Consistent and complete documentation.
• Coaching to enhance communication and promote success.
• Consistency regarding accountability.
• Support and justification for coaching sessions, Performance Review ratings, Individual Development Plans and disciplinary actions.
• Reductions in grievances, increased retention and enhanced employee satisfaction.

Solutions and tools provided include the following:

• Position descriptions and performance expectations
• Position-specific performance assessments
• Individual development plan template
• Individual weekly activity tracking log template
• 1-on-1 coaching worksheet
• Coaching guidelines and worksheet
• Associate Financial Advisor client meeting observation and feedback form
• Client Care Process standards and quality metrics for calendar management, interactions preparation, client interactions, interaction outcomes reviews and business processing and tracking
• Daily/Weekly Staff Meeting agenda and minutes template
• Compiled weekly productivity and accountability tracking
• Performance-based compensation and bonus guidelines
• Sample client care support team compensation plan
• Staff satisfaction survey

THERE ARE 27 DOCUMENTS ARE IN THIS BUNDLE:

	Assoc Financial Advisor & Operations Manager Sample Improvement Goals When coaching team members to succeed, it's important to be specific about what is needed for improvement including specific actions, metrics and expected outcomes and results. ... [read more] View Details Individual Price: $20.00
	Financial Advising "Soft Skills" Interviewing Instrument This instrument enables interviewers to effectively measure "soft skill" competencies during the hiring and selection process. Specific questions are recommended for... [read more] View Details Individual Price: $29.00
	FAS Performance Management System Implementation Guidelines This Financial Advising Services Performance Management Process is comprehensive. Principals, Operations Managers and Human Resources can implement the entire system to... [read more] View Details Individual Price: $20.00
	FAS Operations Manager & Lead Planner Performance Assessment This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more] View Details Individual Price: $29.00
	FAS Client Meeting Observation and Coaching Form 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... [read more] View Details Individual Price: $20.00
	Licensed Case Analyst, Paraplanner & Trader Performance Assessment This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more] View Details Individual Price: $29.00
	FAS Client Care Specialist Performance Assessment This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more] View Details Individual Price: $29.00
	FAS Business Processor Performance Assessment This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more] View Details Individual Price: $29.00
	FAS Calendar Manager/Meeting Planner Performance Assessment This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more] View Details Individual Price: $29.00
	FAS Client Concierge/Office Coordinator Performance Assessment This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more] View Details Individual Price: $29.00
	FAS Marketing & Branding Coordinator Performance Assessment This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate... [read more] View Details Individual Price: $29.00
	FAS Client Care Process Standards and Quality Metrics This reference lists services provided, potential issues requiring troubleshooting and detailed quality standards and metrics for the following: * Calendar... [read more] View Details Individual Price: $39.00
	FAS Daily/Weekly Staff Meeting Agenda and Minutes Template Managing Principals and/or Operations Managers may use this tool to ensure consistent communication, reporting and accountability among team members. Depending upon the size... [read more] View Details Individual Price: $29.00
	FAS Individual Development Templates and Coaching Worksheets These templates and worksheets involve three items: The Financial Advising Services Individual Development Plan Template is tied to the Performance Assessment and ensures... [read more] View Details Individual Price: $29.00
	FAS Operations Manager Position Desc & Performance Expectations 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... [read more] View Details Individual Price: $20.00
	FAS Performance-Based Comp & Bonuses Guidelines & Sample Plan This reference provides specific guidelines for establishing measures to determine performance-based compensation and bonuses. Included are: - Considerations for bonuses -... [read more] View Details Individual Price: $29.00
	Assoc Financial Advisor Position Desc & Performance Expectations 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... [read more] View Details Individual Price: $20.00
	Lead Financial Planner Position Desc & Performance Expectations 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... [read more] View Details Individual Price: $20.00
	Case Analyst, Paraplanner & Trader Position Desc 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... [read more] View Details Individual Price: $20.00
	FAS Client Care Specialist Position Desc & Performance Expectations 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... [read more] View Details Individual Price: $20.00
	Sr Advisor Asst/Client Care Position Desc/Performance Expectations 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... [read more] View Details Individual Price: $20.00
	FAS Business Processor Position Desc & Performance Expectations 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... [read more] View Details Individual Price: $20.00
	FAS Calendar Manager/Meeting Planner Position Desc/Performance Expectations 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... [read more] View Details Individual Price: $20.00
	FAS Client Concierge/Office Coordinator Position Desc/Performance Expectations 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... [read more] View Details Individual Price: $20.00
	FAS Marketing & Branding Coordinator Position Desc & Performance Expectations 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... [read more] View Details Individual Price: $20.00
	FAS Finance & Accounting Position Desc & Performance Expectations 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... [read more] View Details Individual Price: $20.00
	FAS Individual & Compiled Weekly Productivity Tracking Logs Managing Principals and/or Operations Managers may use these tools to compile and track performance results: 1. Individual team members track their daily activities and... [read more] View Details Individual Price: $29.00

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Financial Advising Services (FAS) Performance Management

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

$667.00 (8% discount)

$615.00

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This business document is categorized under the function(s):

Organization, Change, & HR Performance Management

It applies to Financial Advising Services

Purchase includes lifetime product updates. After your purchase, you will receive an email to download the documents in this bundle.

Initial upload date (first version): Mar 10, 2020

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