Branch staff will schedule the review according to the calendar. The financial advisor will have updated and relevant production numbers in the business plan, for discussion. Clear and Concise Communication: Verbal and written communication must be clear and concise. When communicating with your client, you should avoid using financial jargon. Communication between the financial advisor and the branch administrator should be unambiguous. Difference of opinion: All suggestions from the office should be addressed in a professional manner. All suggestions or disagreements in the office should be addressed during the weekly meeting; should be listed on the agenda under miscellaneous. Conflict Resolution: Branch conflict must be resolved within 3 days, after being informed. If your financial advisor is unable to resolve the matter, you should contact a member of Human Resources to help mediate the issue and find a solution..