Welcome to MutualFunds.com
Please help us personalize your experience and select the one that best describes you.
Your personalized experience is almost ready.
Check your email and confirm your subscription to complete your personalized experience.
Thank you for your submission
We hope you enjoy your experience
This week we are tackling the subjects of financial services industry jargon, digital first impressions and tips on making your voicemails more impactful. First, we have a piece that looks at several examples of overused jargon on financial advisor websites. Second, we are looking at a piece that highlights the importance of digital first impressions. Our final piece this week addresses how to get clients and prospects to return your phone calls.
Is your website full of financial industry jargon? Check out this piece for 10 examples of overused jargon, as well as suggestions of what to say instead.
First impressions are important. But, have you ever thought about digital first impressions? Check out this piece for tips to ensure your digital first impression success.
Do you find yourself leaving more voicemails during COVID-19? Take a look at this piece for 5 tips to make your voicemails more impactful so that clients and prospects will be more likely to call you back.
Don’t forget to visit our News section to catch the latest updates.