The absent assessor


Times are changing and more and more firms seem to be adapting their T&C schemes to accommodate moving from the traditional live competency assessments where the assessor accompanies the adviser to a client meeting into assessing meetings where the assessor is absent from the meeting but the meeting is audio recorded, with the client’s agreement, or where the meeting is both visually and audio recorded for training purposes. Costs are the primary reason for the…

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About Author

I am a highly-versatile and forward thinking management professional with a history of successful delivery across more than thirty years’ in the Financial Services Industry. Core skills include assessing, training, coaching, process design and implementation, specialising in people, processes, and procedures within a Training & Competence or Learning & Development framework. Periodic writer for T-C

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