Avoid These Mistakes When Emailing Clients by Jane Wollman Rusoff - ThinkAdvisor
If you think composing a good email to a client is as simple as dashing off a quick note as it was in the olden days — before email — here’s news:
What you say can unintentionally be a horrible turnoff.
“Digital body language” is the subtext in commonly used phrases that can trip you up, argues Erica Dhawan, a leadership expert formerly with Lehman Bros. and Barclays, in an interview with ThinkAdvisor.
“Digital body language can make or break the connection and trust in sales,” she maintains.
The expert’s Wall Street Journal bestseller, “Digital Body Language: How to Build Trust & Connection, No Matter the Distance” (St. Martin’s Press-May 2021), is a deep dive into the do’s and don’ts of digital communication, including email, video calls and texting.
In the interview, she discusses more than 10 big mistakes financial advisors must avoid when emailing clients.
Most critical is to steer clear of phrases that come across as passive aggressive, such as the ubiquitous neutral-seeming “going forward” and the typically courteous “Thank you for your patience.”
