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We teach Financial Advisors how to become 'The Only Game In Town'
Learn the process for evaluating each of your direct reports every 4 months in an effort to improve your client experience.
Develop a written file on each team member; fill out the Commitment Assessment Form; do a pre-evaluation using the Key Performance Measures
Prepare for and hold The Expectations Conversation; create an action plan for progress; how the process differs when evaluating your Administrative Manager