Branch staff will schedule the exam on the calendar. The financial advisor will have updated and relevant production figures in the business plan, for discussion. Clear and Concise Communication – Verbal and written communication should be clear and concise. When communicating with the client, the use of financial jargon should be avoided. Communication between the financial advisor and the branch administrator should be unambiguous. Difference of opinion – All suggestions from the office should be handled in a professional manner. Any suggestions or disagreements in the office should be addressed at the weekly meeting; it must be included on the agenda under miscellaneous. Conflict Resolution – Branch conflict must be resolved within 3 days, after being notified. If the financial advisor is unable to resolve the issue, a member of human resources should be contacted to help mediate the issue and find a solution...