Losing the Jargon, Digital First Impressions, and Getting Clients and Prospects to Return Your Calls

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.

• 10 Examples of Overused Financial Jargon

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.

• How to Make a Good Digital First Impression?

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.

• Do You Wonder Why No One Returns Your Calls?

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