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Insights

Seven Steps To Build Relationships And Manage Your Brand

12/2/2022

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Some people loathe salespersons, and one needs to follow the following steps when interacting with others, otherwise, you can not only burn a bridge, but ruin the reputation of your firm or yourself. It doesn't matter your profession, as at the end of the day, more often than not you do need to interact with people.

Seven Steps To Build Relationships And Manage Your Brand

1) When initially meeting with people be authentic, genuine, and kind, and make it about them
2) Agree to a communication methodology - for example, is it text, email, IM, or phone calls?
3) How often do they want to communicate?
4) If it's an interview, you should send a thank you note five days after, and not on the same day
5) If somebody misses an external meeting, follow up every five business days
6) After three voicemails and no conversations - thank them for everything and move on, as your time is billable no matter who you are
7) When messaging, focus on their specific problem and nothing else
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Meeting Successful People When You Are Too Busy

12/1/2021

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Many individuals, especially banking executives, work such long hours it is nearly impossible for one to build a strong network of career-oriented individuals. Lunchclub has been transformative to our firm in which we were able to meet successful individuals, new customers, obtain advice from individuals in other fields. At times, however, it is frustrating when individuals do not join the meetings, which can sometimes burn through your time. All in all, the platform has been a positive experience, and we wish all of our readers economic progress, as well as any firm who reads this.
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    Author

    Michael Kelly has been working within banking technology for over a decade, and his experience spans across algorithmic trading, project management, product management, alternative finance, hedge funds, private equity, and machine learning. This page is intended to educate others across interesting topics, inclusive of finance.

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