Poll: Should institutional investment managers be likable?

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Writing likable emails can help you and your firm differentiate yourselves, as I discussed in “Reader challenge: How can investment and wealth managers apply this tip?

However, institutional investment managers’ emails aren’t known for likability. In fact, they’re more apt to be formal and impersonal. They may feel this suits their corporate personalities as portfolio managers for corporations, government bodies, foundations, endowments, unions, and other organizations.

Here’s my poll question: Should institutional asset managers strive for likability in their sales, marketing, and client emails? Your choices include the following:

  • Yes, always
  • Yes, most of the time
  • Yes, but only when they have a personal relationship with the recipient
  • No, it doesn’t matter
  • [You can also enter your own answer]

Please answer the poll in the right-hand column of my blog and add your comments below. I’ll publish the results in my e-newsletter.