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March 26, 2008

Communication: The Power to Connect

Today's we look at The Power To Connect by Teresa Easler <website>.   The book goes into the process and thinking behind preparing for an important communication event.  This can be a Client meeting, a speech, a presentation of CLE, an important letter- anytime you need to get your point across.

The overall theme of ChrisNotes is going to be how to grow your professional practice as a Private Client Advisor.  The way I can help you is by sharing what I have learned about Selling, Networking, Referral Cultivation, Planning, and Communication. 

Next week, we will get into the nuts and bolts of why Advisors sometimes fail at growing their practice at the pace that they want to.  Poor communication is a big reason.  This book will help you.  It provides a logical, step-by-step approach to preparing and organizing your communication.

Easler achieves this with a one-page worksheet.  Eight boxes are laid out in two columns.  In each box, you write the answer to a question that you ask yourself as you compose your communication.  Or as Churchill said, "prepare your extemporaneous remarks."

  1. Who is your audience?
  2. What do I want my audience to remember?
  3. How do I want the audience to feel after my speech/letter/phone call, etc.
  4. What action do I want them to take?
  5. What do I appreciate about my audience?
  6. What are the existing obstacles to this communication that I need to overcome?
  7. What can I say that will benefit my audience?
  8. Who do I have to be?

You want to be a more successful advisor?  Order the book, sign up for an online training, or best of all, attend Easler's Workshop.  You will be a better communicator because you will use this tool before every important opportunity to talk with someone or a group of people. 

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