When you show an interest in your clients as individuals and not just accounts or patients or consumers, you are using good manners. That’s good business. Being polite costs nothing and takes very little of your time.

Please consider these scenarios….. Mr. Financial Advisor needs to speak to Mr. Client about a trade. Ms. Client answers the call. Mr. Financial Advisor should exchange some pleasantries with her before asking to speak to her husband. Mr. Client may make all the decisions about their investments but it’s still so important to have a good relationship with his wife.

Develop your business etiquette skills and you’ll have more loyal, satisfied clients. What if Mr. Client refers his neighbor as a potential client? Mr. Client deserves a thank you note from you after your initial meeting with the neighbor. If the neighbor decides to do business with you, take Mr. and Ms. Client to lunch and express your appreciation. Margie Kelly’s Client Relations tutorials will teach you the proper way to arrange a business-social outing, pay the bill and appear the well-polished host.