Tuesday 20 July 2010

Some financial professionals are just naturally able to connect with everyone they meet. They are relaxed, out-going, and friendly. But for many of us, these qualities don’t come naturally. Here are some thoughts on how to connect with others without feeling uncomfortable:

  1. Just be yourself. It can be very obvious when you are trying to be something you’re not – so don’t even try!
  2. Don’t hurry through a conversation or meeting, but don’t waste time either. Allow time to connect personally first and the business connection will come without trying.
  3. Be professional. In your attitude, your appearance and your service, be sure you always put forth a professional image.
  4. Listen! I’ve said it many times and will say it again – it is important that you listen closely to what your clients are saying. Your entire focus should be on them, not on what you are going to say next, or worse yet, what you are going to have for lunch!

Over and over again studies and statistics have proven that clients do business with people they know and trust and who they feel really understand and respect them. Make that personal connection to your clients to foster that trust!


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