Mortgage Originator Jimmy Vercellino, specializing in VA loans, helps veterans use their VA loan benefit to their greatest advantage. For more details call us at 480-351-5904 or visit our site http://www.valoansforvets.com/
The views expressed here are those of the individual author and do not necessarily represent those of First Choice Bank (NMLS #: 177877) and First Choice Loan Services Inc. (NMLS #: 210764), 7600 E. Doubletree Ranch Road, Scottsdale AZ 85258. Equal Housing Lender. www.fcloans.com/disclaimer/
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7600 E. Doubletree Ranch Road #200
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Phone: (480) 351-5904
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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
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
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.
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.
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
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
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