Performance Improvement Plan - PIP

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Performance Improvement Plan - PIP
Hi Guys,

Does anyone have a good Performance Improvement Plan that they can share?


What we do have in t...
What we do have in terms of improving advisor performance, is the following checklist:

There is also this article on the topic of improvement strategies:

For me, the key is to find unique opportunities for where you can improve as your own organisation and to build your own plan from the ground up. So examining other performance plans may not be the best move.

I hope this helps!

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