Sunday, January 9, 2011

6. Communication Management(wrt Fin. Planning)

HOW TO PRACTICE AND BUILD NEW RELATIONSHIPS

1. Listen to ppl
2. Speak their Language
3. Dont be scared of being different
4. Create something interesting to do
5. Make relationships Fun

4 PR TECHNIQUES TO GET YOUR MESSAGE ACROSS

- Be comfortable with yourself and what you do
- Keep ppl who really matter to you at the top of your mind.
- Observe what ppl think about you/your organisation and improve on negations
- Practice what you Preach

10pts by adopted by successful Business Executives

1. Prepared Messages( on 1 sheet and memorise it)
2. Engage Ppl
3. Know Yourself
4. Explain Capabilities(of you and your organisation)
5. Complex to Simple ( so client can understand easily)
6. Use 5 W's -Who what, where, when, why
7. Avoid Cliche (have simple and focussed expressions)
8. Ask Questions( 80-20 rule)
9.  Have a purpose (behind what you talk, no small talk)
10 Make an Impact (be precise and communicate effectively)

FOLLOW 'PIPRIM'- A client mgmt system

P -  Preliminary mtg with Client
I  -  Integrated goal setting & data
P -  Putting it all together
R -  Recommending Solutions
I  -  Implementing the Plan
M- Monitoring the Plan

Book : Getting Started as a Financial Planner - Jeffery H Rattiner

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