FortisConnect x Mattioli Woods

Adviser Performance & Development Programme

Session Feedback & Performance Tracker

Reflect on the session. Track your progress. Improve over time.

Tell us what was useful, what you will apply and where you need further support, while tracking the key measures that matter to your performance. Over time, this will help you and the programme team see what is improving and where further development can make the greatest difference.

Session feedback

Rate the value, relevance and clarity of each session and tell us what to change.

Confidence measures

Self-score your confidence across the core adviser skills so behaviour change is visible.

Performance tracking

Set your targets once, then log activity and conversion each session to see the trend.