The document outlines essential email etiquette tips for professionals, emphasizing the importance of maintaining a professional attitude in communications. Key points include using clear subject lines for timely awareness, being sensitive to cultural differences, and thoroughly proofreading messages to avoid errors. It also advises against sending emotional emails and highlights the need for polite responses, even to misdirected emails.

1. Email Etiquette
Tips
For 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 attitude
and make your communications both
valued
and 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 a
timely 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 in
future 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 An
Emotional 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
of
Internet 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