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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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    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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