email tip for investment managers

Reader challenge: How can investment and wealth managers apply this tip?

“You can differentiate yourself by communicating in a likable, authentic manner,” says author Sue Hershkowitz-Coore in Power Sales Writing. Her book emphasizes email communications.

To write in a likable manner, the author suggests you use the following techniques:

1.      Create a message that genuinely revolves around your prospect.

2.      Use more you and your words than I or me words.

3.      Reflect the prospect’s style.

4.      Start with something that matters to your reader.

5.      Be positive.

6.      Be brief, but not blunt.

7.      Be authentic!

How do YOU rise to this challenge?

Differentiation is a challenge for investment and wealth managers. Please tell me how YOU make yourself likable in your professional communications.

I recommend Power Sales Writing as a good read for any business person who needs to write emails that persuade.

Disclosure: I received a free copy of this book from McGraw-Hill in return for agreeing to write about it.

4 replies
  1. Marc L. Ross, CFA, CFP(R), CLU(R)
    Marc L. Ross, CFA, CFP(R), CLU(R) says:

    I concur with all of your points, Susan. This looks to be a most worthy read. Investment management, at least in my experience, would appear to suffer from a dearth of clear, simple communication of which you write.

    Thank you for making me and your readership aware of it.

  2. Sue Hershkowitz-Coore
    Sue Hershkowitz-Coore says:

    Hi Susan and thank you!

    I’m grateful for the very kind review and if your blog readers have questions, I’m honored to answer them. You captured the points perfectly and I’d like to add one more: Help your recipient (authentically) feel safe and smart. The more a writer can help another person feel comfortable doing what they’re asking them to do, the more likely it is that they’ll do it – giving the writer the best results! Selfish and selfless!
    Thanks again!

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