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Branding Your Branch: Part 2

August 2018 
by Jill T. Slomski

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.

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.

To avoid these types of conflicts moving forward, it is key for each branch to have a clearly defined vision. The purpose of the branch should guide the overall priorities and keep all members in alignment.

There are a few easy steps you can take to create your office vision:

  1. Ask each team member to answer the timeless question, “Why are we doing this?”
  2. Set a group meeting with all members in the branch to review the individual answers and determine how they fit together.
  3. Simplify the answer into a succinct, high-level mantra of what motivates the team to work toward the daily, monthly, and yearly goals.
  4. Task each team member with finding ways to connect their individual vision with the team vision.

Having a vision can help make clear which priorities should take precedent if they are ever in conflict, and can help each of the team members maintain focus, energy, and attention on the important things that serve this vision.

Jill T. Slomski
MBA President of Niche Team, LLC

Jill T. Slomski, President of Niche Team, LLC, has over twenty-five years of experience helping people achieve exceptional results. Specializing in the areas of Personal Branding, Marketing, Team Building, and Human Resources, Jill has served as a catalyst for dynamic change within her clients’ careers. Those clients are top-performers in the fields of Finance, Education, Healthcare, Manufacturing, and Government. Jill is a sought-after speaker whose topics have included Personal Branding, Confidence to Succeed, Reducing Hesitancy with the Affluent Client, and Branding Your Branch. Most recently, her audiences have included attendees of The Drucker Conference, WHOW and Mini-WHOW Conferences, Diversity Summits, and Regional Meetings.

Using her proven processes, Jill coaches Financial Advisors, many from Edward Jones and Raymond James, by assisting in identifying and creating strategies to accomplish their goals. In addition to coaching and speaking, Jill has been a contributing writer for FA Magazine.

Prior to launching Niche Team, LLC full time, Jill served as an Educational Director for an organization which supported the nation’s healthcare system. In that role, she created programming, trained speakers, and coordinated and moderated conferences throughout the East Coast and the Caribbean. Jill also held professorships at regional universities for over twenty years.

A native of Pittsburgh, Pennsylvania, Jill attended Indiana University of Pennsylvania, where she earned a Bachelor’s Degree in Education with a minor in Educational Psychology and went on to earn an MBA from Gannon University.


Jill Slomski and Niche Team, LLC, are not affiliates or subsidiaries of Hartford Funds.

Check the background of this firm/individual on FINRA's BrokerCheck.

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