Email Etiquette Tips For Professionals
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Email Etiquette Tips
For Professionals
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The Internet age brought instantaneous communications with a more casual interaction than face-to-face or even telephone communications.
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However, an experienced financial advisor recruiter warns of the hazards of this important tool; misdirected communications, emails that are too personal in nature, and thoughtless interactions can create misunderstandings and hard feelings.
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To prevent these problems, an etiquette protocol for business and professional email communications is needed.
Subject: etiquette protocol
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Implementing this etiquette on a daily basis will ensure that you preserve a professional attitudeand make your communications both valuedand welcomed.
Subject: professional attitude
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Include A Clear Subject Line Message
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Provide immediate information about what's in the email so that the recipient can deal with it in atimely fashion.
Subject: immediate information
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For example, if a meeting time has been changed, include that information directly in the subject line to avoid the communication being overlooked, which could lead to inconvenience.
Subject: immediate information
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Because the subject line often influences whether a person decides to read the email immediately or put it off until a later time, your subject line message can be critical to time-sensitive information.
Subject: immediate information
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Only Use Professional Salutations
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Regardless of how close your relationship with the recipient, business communications should always use a professional salutation.
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This choice not only ensures that your communication is sent to the correct party, it also preserves the professional tone of the communication, both immediately and infuture records.
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Be Sensitive To Cultural
Differences
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In many cultures, business and professional communications are given the highest levels of politeness and courtesy.
Subject: politeness and courtesy
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Some cultures prefer a more personal interaction before getting down to business.
Subject: politeness and courtesy
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Other cultures appreciate the direct approach. Ensure that you know your clients' cultural contexts and tailor your email messages to their needs.
Subject: politeness and courtesy
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Reply To All Emails, Even Those That
Weren't Intended For You
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If someone took the trouble to send an email to you, they deserve a reply, if even a simple one.
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Emails often go astray, and you may get one that isn't directed to you. If this is the case, inform the person of their mistake in a polite and friendly manner.
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Proofread Your Email Message Thoroughly
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Ensure that grammatical and spelling errors are corrected. Double-check the meaning and ensure that the punctuation is appropriate to make your message clear.
Subject: proofreading
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Take extra care when choosing a recipient from a list to avoid mistakes.
Subject: proofreading
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Never Send AnEmotional Email
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Situations can become tense and pressured. Avoid the impulse to send out an email that can be construed as angry, anxious or short-tempered.
Subject: no emotional email
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Take the time to fashion your response in the most professional manner possible. If you cannot reply in this manner immediately, wait until you can do so.
Subject: no emotional email
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Double-Check Before Hitting "Reply To All"
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More embarrassment has been caused by the"reply to all" button than any other facet ofInternet communications.
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Thoroughly review the names on your list before sending any general communication to ensure that the recipient should get the message.
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If not, alter your send list to reflect the appropriate list of names.
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The Internet offers a financial advisor a unique opportunity to stay in close contact with clients.
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Making the most of this powerful method of communication requires both skill and restraint.
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Implementing proper email etiquette portrays professional attitude and makes communication valuable and respectful.
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Ready to make a move? If you are planning to buy an existing book of business or sell yours, we can help.
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Our finance industry recruiters are always ready to accommodate questions and applications.
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Willis Consulting, Inc.
Los Angeles Office: Corporate Headquarters719 Yarmouth Road, Suite 203
Palos Verdes Estates, CA 90274310-373-7400 PST
Scottsdale Office8970 E Raintree Drive
Suite #300Scottsdale AZ 85260
New York Office244 5th Avenue, Suite 1855
New York NY 10001212-726-2041 PST