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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 attitude 
and make your communications both 
valued 
and 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 a 
timely 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 in 
future 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 An 
Emotional 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 
of 
Internet 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.
View the listing here: 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

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Email Etiquette Tips For Professionals

  • 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