01. Email signature protocol
Improve your efficiency | Improve your client experience
Email Signature Protocol: What a practicing financial adviser should have (you'd be surprised how many don't!) and usually what financial advising licensee requires every adviser’s/practice’s email signature to include - needs tailoring as relevant and includes some handy tips.
Your email signature shouldn't just be an afterthought. Make it count. Impress your prospects. Your email signature represents you just like a physical business card. The only difference is that it will be presented repeatedly in emails.
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Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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