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Business Documents (Page 37)

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Translating Intangible to Tangible Performance: Volume 4
12-page PDF document. Supervision and Management are often at a loss when evaluating performance and they are unable to provide specific examples of non-performance incidents. Additionally, employees are caught off guard when they learn about performance [read more]
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Translating Intangible to Tangible Performance: Volume 3
12-page PDF document. Supervision and Management are often at a loss when evaluating performance and they are unable to provide specific examples of non-performance incidents. Additionally, employees are caught off guard when they learn about performance [read more]
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Mortgage Scenarios w/ Amortization Tables
Listed under:  Personal Finance
View more from: Droach
Excel workbook. This document allows you to quickly compare up to five different mortgage scenarios including different interest rates, loan terms or principal amounts. You can change the tax, PMI and insurance rates. You can add extra payments to the [read more]
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Assoc Financial Advisor & Operations Manager Sample Improvement Goals
4-page PDF document. 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. It's often more difficult and uncomfortable to address [read more]
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FAS Marketing & Branding Coordinator Performance Assessment
6-page PDF document. 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 progress and future performance and development needs. The [read more]
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FAS Business Processor Position Desc & Performance Expectations
3-page PDF document. 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 effective implementation. Tangible and measurable performance [read more]
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FAS Client Meeting Observation and Coaching Form
4-page PDF document. 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 [read more]
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FAS Operations Manager & Lead Planner Performance Assessment
6-page PDF document. 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 progress and future performance and development needs. The [read more]
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