Quick email tips for financial advisors and clients in my guest post

You can snare some quick tips for advisor-client email communications in my guest post for the KBK Wealth Connection blog.

The tips boil down to

  1. Get to your point quickly
  2. Keep it short
  3. Organize clearly

Visit Kathleen’s blog for more details.
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Susan Weiner, CFA, writes and edits articles, white papers, blogs, investment commentary, web pages, and other communications for leading investment and wealth management firms. She has presented “How to Write Emails and Letters Your Clients Will Read” to great reviews by financial advisors 

Copyright 2010 by Susan B. Weiner All rights reserved

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  1. […] For more on emails, see “Top four email mistakes to avoid when you’ve got a referral” and “Quick email tips for financial advisors and clients in my guest post.” […]

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