Email Etiquette Tips For Professionals - PowerPoint PPT Presentation

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Email Etiquette Tips For Professionals

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Willis Consulting is a financial services recruiting firm. Our finance job recruiters are experienced and know where all the job opportunities are. If you are seeking a financial advisor, broker, or banking job, call us at 310-373-7400 or submit your resume: . Visit the website: www.willis-consulting.com/ Willis Consulting, Inc. Los Angeles Office: Corporate Headquarters 719 Yarmouth Road, Suite 203 Palos Verdes Estates, CA 90274 310-373-7400 PST Scottsdale Office 8970 E Raintree Drive Suite #300 Scottsdale AZ 85260 New York Office 244 5th Avenue, Suite 1855 New York NY 10001 212-726-2041 PST – PowerPoint PPT presentation

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Title: Email Etiquette Tips For Professionals


1
Email Etiquette TipsFor Professionals
2
The Internet age brought instantaneous
communications with a more casual interaction
than face-to-face or even telephone
communications.
3
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.
4
To prevent these problems, an etiquette protocol
for business and professional email
communications is needed.
Subject etiquette protocol
5
Implementing this etiquette on a daily basis will
ensure that you preserve a professional
attitudeand make your communications both
valuedand welcomed.
Subject professional attitude
6
Include A Clear Subject Line Message
7
Provide immediate information about what's in the
email so that the recipient can deal with it in
atimely fashion.
Subject immediate information
8
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
9
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
10
Only Use Professional Salutations
11
Regardless of how close your relationship with
the recipient, business communications should
always use a professional salutation.
12
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.
13
Be Sensitive To Cultural Differences
14
In many cultures, business and professional
communications are given the highest levels of
politeness and courtesy.
Subject politeness and courtesy
15
Some cultures prefer a more personal interaction
before getting down to business.
Subject politeness and courtesy
16
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
17
Reply To All Emails, Even Those That Weren't
Intended For You
18
If someone took the trouble to send an email to
you, they deserve a reply, if even a simple one.
19
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.
20
Proofread Your Email Message Thoroughly
21
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
22
Take extra care when choosing a recipient from a
list to avoid mistakes.
Subject proofreading
23
Never Send AnEmotional Email
24
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
25
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
26
Double-Check Before Hitting "Reply To All"
27
More embarrassment has been caused by the"reply
to all" button than any other facet ofInternet
communications.
28
Thoroughly review the names on your list before
sending any general communication to ensure that
the recipient should get the message.
29
If not, alter your send list to reflect the
appropriate list of names.
30
The Internet offers a financial advisor a unique
opportunity to stay in close contact with clients.
31
Making the most of this powerful method of
communication requires both skill and restraint.
32
Implementing proper email etiquette portrays
professional attitude and makes communication
valuable and respectful.
33
Ready to make a move? If you are planning to buy
an existing book of business or sell yours, we
can help.
34
Our finance industry recruiters are always ready
to accommodate questions and applications.
35
View the listing here www.willis-consulting.com
36
Willis Consulting, Inc.
Los Angeles Office Corporate Headquarters 719
Yarmouth Road, Suite 203 Palos Verdes Estates, CA
90274 310-373-7400 PST Scottsdale Office 8970 E
Raintree Drive Suite 300 Scottsdale AZ
85260 New York Office 244 5th Avenue, Suite
1855 New York NY 10001 212-726-2041 PST
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