In an environment where experiences matter, touch points matter, and words matter, success today requires a shift from the transactional mindset to one of relationship mastery. One area to start that journey is moving from transactional communications to relational communications. Here are but a few examples gleaned from conversations on this topic with affluent and HNW people.
| They see these as Transactional | These as Relational |
| Nice to meet you.
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Nice to see you.(Even if you have never met before).
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| How are you?
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What are you most excited about in the next month?
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| Can you spell your name for me?
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Please spell your name so I capture it correctly.
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| I am following up
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I have some additional steps we can take to make this work.
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| Best, or sincerely yours.
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Warm regards, or kind regards.
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| If you don’t mind me asking…
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State what you are wanting to know then say, “if you don’t mind me asking?”
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| Here is what I want to tell you about today.
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What are three things you would like to discuss today?
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| Let me tell you about our firm.
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I am curious, how did you get started in your business/career?
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| Are you with me? Does this make sense?
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Is this helpful?
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| Feel free to reach out.
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Feel welcome to reach out.
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With AI now a part of everyday life, mastering relationship skills and elevating every touch point and experience will be the ONLY true differentiator. Interested in continuing this conversation at your next meeting? Feel welcome to reach out.