Posts Tagged ‘communication’

New Beginnings, Dos and Don’ts

January 31, 2018

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Getting to know a new community

Have you relocated to a new area, new town, or even a new neighborhood within your city? If your career or business has moved with you, you may go through an adjustment period. Some Dos and Don’ts to bear in mind:

DO go out to lunch. You’ll learn a great deal just by observing your new environment. If the weather is nice, maybe take your lunch to the park. If it’s rainy and you have a time crunch, grab a cup of coffee and do a little grocery shopping during your lunch hour. Your observations can teach you a great deal about the people in your community. Also: bulletin boards at cafes, restaurants, and grocery stores will have tips on local activities and organizations.

DON’T hide online. Of course your business has a presence on social media, but there’s no exchange rate between a “like” or a “tweet” and being an actual presence in your new surroundings. If you are going online, augment your time with accounts on and is a great resource for real life networking with people and professionals in your area. is a private social media feed that helps you encounter people who live in your immediate vicinity. Both are excellent ways to help you get to know your new home.

DO be an active parent. Attending school events with your kids is an excellent opportunity to make new connections and a low-key way to let people know what you do for a living. It’s like being a doctor – you mention it once at a party, and pretty much everyone has a sore throat they want you to look at. Maybe someone you meet doesn’t have an immediate need for your service, but they may remember you and tell their friends and family who do – especially if you make a great impression.

DON’T have expectations. While you probably researched your move, your new community may surprise you. If you are moving from an urban area to a more rural one, or vice versa, you might find that certain customs or norms – things you took for granted – may no longer be in play. Be aware and improvise.

DO say “Good Morning.” It may seem corny, but people will enjoy a warm, friendly “Good morning” when you pass them, or a “Good afternoon” later in the day.

As you get your bearings, remember to focus first on listening and observing. Keep an open mind, avoid snap judgments, and take some time to get the “lay of the land.”


Trust Me.

February 10, 2015

Every field benefits from establishing trust between the professional and the person (or people) to whom they provide service. This is especially true for Financial Professionals.

In October of last year, Jacquelyn Smith did a nice piece for Business Insider covering phrases you can use to build trust. You can read it in its entirety here.

Keeping in mind that you must be honest and match words with actions, here are a few of the phrases I think build the best bridge from “total stranger” to “trusted professional.”

“Thank you.”
Spend a week or two listening to how few people use this simple statement of gratitude. You have to mean it, though.

“What this means to you is…”
People need to understand the bottom line. Avoiding this will sound dishonest.

The unambiguous affirmative. No qualifiers. Nothing that says “maybe.” “Yes” is a magic word, especially when followed by a result.

“What do you think?”
Every time you speak with someone, it’s a conversation, not just a one-man pitch.

“The data shows…”
Information is power. Whenever possible, use data and science to back up what you are saying.

Remember, though, that step one in building trust is to be trustworthy. It’s easier to give proof of something that truly exists.