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Tips of the week!
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Legacy Tips of the Week
Legacy Tips of the Week
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Trivia Question❓ |
What percentage of clients consider effective communication to be the most important factor in choosing a long-term professional relationship? |
Answer at the bottom of the newsletter |
The Art of Client Communication: How to Connect Authentically |
Effective client communication is more than just exchanging information—it’s about building trust, fostering relationships, and creating lasting connections. In today’s fast-paced world, where digital messages dominate, it's easy to forget the importance of authentic communication. Whether you're engaging with clients in person, over the phone, or through email, how you communicate can greatly impact your business. Start by actively listening to your clients. Instead of just waiting for your turn to speak, focus on understanding their needs, concerns, and expectations. This shows respect for their time and establishes a foundation of trust. Respond with empathy, acknowledging their feelings and perspectives, rather than just offering solutions. This approach makes clients feel heard and valued. Personalize your interactions. While it may be easier to send generic emails or messages, taking the time to personalize your communication shows that you care. Address clients by name, reference previous conversations, or ask about their specific needs or concerns. This small effort can make a significant difference in how clients perceive you and your business. Be transparent in your communication. Honesty and openness go a long way in building credibility. If there are delays, issues, or changes, let your clients know as soon as possible. Being proactive about challenges rather than reactive builds respect and trust. Finally, remember that non-verbal communication is just as important. Your tone, body language, and facial expressions can convey warmth and approachability, creating a more authentic connection. Mastering the art of client communication enhances your relationships, fosters loyalty, and ultimately supports the long-term success of your business. |
You're Invited! |
What happens to your loved ones if you don’t make it home tonight? No one likes to think about the worst-case scenario, but the truth is, only 33% of Americans have an estate plan in place to protect their families if the unthinkable happens. Even more Americans don’t have a plan in place to protect their minor children or grandchildren. Join Stan Miller, a nationally recognized estate attorney, for a free, educational Legacy Planning Lunch and Learn on the crucial topic of Guardianship. Register today! |
Are you sick of paying so much in taxes? Are you fed up with being told that all you can do is max out your 401k, and maybe buy some more equipment for your business (if you own one)? What if you could cut your taxes up to 40%? Register for this Year-End Tax Tips Virtual lunch and learn with CPA and Certified Tax Coach Gary Hedlt, and learn how to cut your taxes NOW before it’s too late. |
Discover how to protect your IRA and secure your financial legacy at our free virtual lunch and learn on Thursday, December 19th, 2024, from 2–3 PM Eastern. Learn strategies to avoid the “New Death Tax,” minimize tax exposure, and preserve your wealth for generations. Reserve your spot now—lunch is on us for the first 30 registrants! |
💡 Answer to Trivia Question: |