Download - Email Etiquette Tips For Professionals
Email Etiquette Tips
For Professionals
The Internet age brought instantaneous communications with a more casual interaction than face-to-face or even telephone communications.
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.
To prevent these problems, an etiquette protocol for business and professional email communications is needed.
Subject: etiquette protocol
Implementing this etiquette on a daily basis will ensure that you preserve a professional attitudeand make your communications both valuedand welcomed.
Subject: professional attitude
Include A Clear Subject Line Message
Provide immediate information about what's in the email so that the recipient can deal with it in atimely fashion.
Subject: immediate information
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
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
Only Use Professional Salutations
Regardless of how close your relationship with the recipient, business communications should always use a professional salutation.
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.
Be Sensitive To Cultural
Differences
In many cultures, business and professional communications are given the highest levels of politeness and courtesy.
Subject: politeness and courtesy
Some cultures prefer a more personal interaction before getting down to business.
Subject: politeness and courtesy
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
Reply To All Emails, Even Those That
Weren't Intended For You
If someone took the trouble to send an email to you, they deserve a reply, if even a simple one.
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.
Proofread Your Email Message Thoroughly
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
Take extra care when choosing a recipient from a list to avoid mistakes.
Subject: proofreading
Never Send AnEmotional Email
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
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
Double-Check Before Hitting "Reply To All"
More embarrassment has been caused by the"reply to all" button than any other facet ofInternet communications.
Thoroughly review the names on your list before sending any general communication to ensure that the recipient should get the message.
If not, alter your send list to reflect the appropriate list of names.
The Internet offers a financial advisor a unique opportunity to stay in close contact with clients.
Making the most of this powerful method of communication requires both skill and restraint.
Implementing proper email etiquette portrays professional attitude and makes communication valuable and respectful.
Ready to make a move? If you are planning to buy an existing book of business or sell yours, we can help.
Our finance industry recruiters are always ready to accommodate questions and applications.
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
