The OBBBA changed one facet of estate planning. Now is the perfect time to review your existing plan.
Read moreYes, we talked about communication last week, but it’s worth writing a bit more on this topic, because so much is gained and lost in what’s said, not said, missaid, misunderstood, and not conveyed reassuringly, etc.
Yes, we talked about communication last week, but it’s worth writing a bit more on this topic, because so much is gained and lost in what’s said, not said, missaid, misunderstood, and not conveyed reassuringly, etc.
I’ve been sitting with this blog for over a week now, because, goodness, if you’re going to write about communication, well, you must communicate your thoughts clearly, right?!?!
Good communication starts with preparation. If it’s a new client, research them, know their name, know their company, understand their industry. Before the first call, outline your points of discussion, re-read emails, etc.
On the new client call, lead them clearly through your process. Lead! Don’t let them meander through a narrative. Instead, demonstrate your expertise by asking clear and pointed questions that allow you to move through a narrative efficiently.
However, don’t forget the counterpoint to communication . . . listening, NOT to respond, but to understand. Mirror back to the new client what they’ve shared to demonstrate you’ve been listening and allow them the opportunity to correct any misunderstandings.
Good communication continues to be critical in any ongoing client relationship. It’s the simple things that can make the biggest difference:
How has communication been critical to your success? I’d love to hear from you! Until next time, put great communication to work in your professional world and enjoy the positive results!
The OBBBA changed one facet of estate planning. Now is the perfect time to review your existing plan.
Read moreBob Craddick is a seasoned corporate attorney who assists businesses with operations, growth, and transactions, drawing on a diverse legal career that includes 20 years as a prosecutor and experience as an in-house corporate counsel. He leverages his extensive background in both trial and corporate law to help clients achieve their business goals while proactively preventing potential issues.
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