Articles by "Jill T. Slomski":

Branding Your Branch: Bonus

  Jill T. Slomski     Wed Aug 15 10:00:00 EDT 2018 

Over the past few weeks, I wrote a series of blog posts examining issues that can crop up in advisor branches, and gave advice on how to alleviate or prevent them. To end the set on a positive note, I decided to do an additional bonus post on how to create the ultimate client experience.

Between tending to your clients’ needs, keeping your branch in order, and maintaining your personal responsibilities, it may seem like there isn’t enough time in the day to do more. However, there are small deeds that won’t take you much time but can mean the world to clients. Here are a few of my suggestions for how to make each of your interactions with clients and potential clients favorable and memorable.

Branding Your Branch: Part 3

  Jill T. Slomski     Wed Aug 08 09:45:00 EDT 2018 

In the previous two posts, I explored some of the challenges that advisor branches can face, including lack of communication and conflicting priorities. In this final post of the series, I will propose a plan for how to ensure that all team members are sticking to the agreed-upon strategy. Whether it’s for a particular project, or simply the day-to-day operations of the branch, the team needs to be able to trust their colleagues to stay the course, and hold one another accountable in the event that someone strays off track.

Veering off course can happen for several reasons, whether they are positive, such as finding a more efficient process, or negative, like a team member going rogue when they no longer agree with the established plan.

Branding Your Branch: Part 2

  Jill T. Slomski     Wed Aug 01 10:30:00 EDT 2018 

In the first installment of the Building Your Branch series, I talked about what it means to have a successful branch team, and focused on how to combat lack of communication. The next topic I’d like to explore is how to handle differing priorities among team members, and how having a branch vision can mitigate potential conflicts.

In order for a branch to run like a well-oiled machine, the advisor, office manager, and any other additional team members in the office should all be on the same page. Occasionally, the individual responsibilities of team members can come into conflict with each other. Disagreements around whose priorities are more important can cause tension in the branch and lead to lack of trust between team members, which could ultimately cause a breakdown of the partnership.

Branding Your Branch: Part 1

  Jill T. Slomski     Wed Jul 25 10:30:00 EDT 2018 

What words come to mind when you think of a successful advisor branch team? The answers I usually hear include partnership, team, collaboration, communication, positivity, focus, and synergy.

While these characteristics may seem self-evident, they aren’t always easily implemented, especially if you’re trying to break bad habits that may have developed over the years. In a series of posts, I’m going to discuss the three most common problems branches have: lack of communication, differing priorities, and not sticking to the plan. In order to provide the best care and assistance to your clients, your branch should run as flawlessly as possible, so I will also provide tangible action steps to resolve these setbacks.

Celebrating the Female Financial Advisor

  Jill T. Slomski     Wed Mar 07 16:00:00 EST 2018 

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When I ask female financial advisors why they love their careers, the answer is always, “I love helping people and making a difference in their lives.”  That’s not a statement that you might expect from someone in this industry.  Usually, the world of investing is focused on return, numbers, or transactions.  For the female financial advisor, it’s all about the relationship.