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How can you become a more effective communicator in Financial Services?

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Communication is a vital skill in any profession, but especially in financial services, where you need to convey complex information, persuade clients and stakeholders, and build trust and rapport. However, being a good communicator is not just about speaking or writing well. It also involves listening, adapting, and using appropriate tools and channels. In this article, you will learn how to become a more effective communicator in financial services by following these six tips.

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Mandy Collins

Premium content writer, thought leadership ghostwriter and coach
S.Mahdi Hashemi

Business Development Specialist | Technical & Engineering Services Export Leader | Tendering Proposals Professional |…
Dwight Thompson

Developmental Editor ?? Gospel Poet ???? Your family memoir in 4 steps ?? Publishing House Services, Project…

1 Know your audience

Before you communicate, you need to understand who you are communicating with, what they need, and how they prefer to receive information. For example, if you are presenting a financial report to senior executives, you need to focus on the key insights and recommendations, use clear and concise language, and avoid jargon and acronyms. On the other hand, if you are explaining a financial product to a potential customer, you need to emphasize the benefits and features, use examples and stories, and address any questions or objections. Knowing your audience will help you tailor your message and tone to suit their needs and expectations.

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Mandy Collins

Premium content writer, thought leadership ghostwriter and coach
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This is the most crucial thing – because when you work in any industry, you tend to become familiar with concepts and jargon that you use every day, and fail to consider that the people you are talking to might not understand them. Learning to communicate in plain, simple, everyday language, and explain concepts simply without patronising people, can help you to communicate effectively. Plain language cuts through in multilingual and multicultural situations especially well.

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2 Listen actively

Communication is not a one-way street. You also need to listen to what your audience is saying, both verbally and non-verbally. Active listening involves paying attention, showing interest, asking questions, summarizing, and giving feedback. By listening actively, you can demonstrate respect, empathy, and understanding, as well as identify any gaps, misunderstandings, or opportunities. Listening also helps you build rapport and trust with your audience, which is essential in financial services.

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3 Adapt your style

Different situations and contexts require different communication styles. You need to be able to adapt your style according to the purpose, channel, and tone of your communication. For example, if you are writing an email to a colleague, you can use a more informal and friendly style, but if you are writing a proposal to a client, you need to use a more formal and professional style. Similarly, if you are speaking on the phone, you need to use a more expressive and enthusiastic voice, but if you are speaking in a meeting, you need to use a more assertive and confident voice. Adapting your style will help you communicate more effectively and appropriately in different scenarios.

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4 Use the right tools

Technology has made communication easier and faster, but also more challenging and complex. You need to choose the right tools and channels for your communication, depending on the nature, urgency, and sensitivity of your message. For example, if you need to share a large amount of data or documents, you can use email or cloud-based platforms, but if you need to discuss a sensitive or confidential issue, you can use phone or video calls. You also need to be aware of the advantages and disadvantages of each tool and channel, and follow the best practices and etiquette for using them.

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Dwight Thompson

Developmental Editor ?? Gospel Poet ???? Your family memoir in 4 steps ?? Publishing House Services, Project Specialist, Business Copywriter & Author ?? Visit my page for my RATE SHEET and PUBLISHING GUIDE ??
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There is also an awareness that must be in place as to the difference between an internal system and public access. Prior we would have to do screenshots to share information. Now, any decent cloud based accounting software must allow for exporting of non-sensitive data fields to share information with clients and the general public.

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5 Simplify your message

Financial services involve a lot of technical terms, concepts, and numbers, which can be confusing or overwhelming for your audience. You need to simplify your message and make it easy to understand and remember. You can do this by using plain language, avoiding jargon and acronyms, explaining terms and concepts, using examples and analogies, and highlighting the main points and takeaways. You can also use visual aids, such as graphs, charts, or diagrams, to illustrate your message and make it more appealing and engaging.

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6 Get feedback

The only way to know if your communication is effective is to get feedback from your audience. You can ask for feedback directly, by asking questions, requesting comments, or conducting surveys, or indirectly, by observing their reactions, responses, or behaviors. Feedback will help you evaluate the impact and outcome of your communication, as well as identify any areas for improvement or adjustment. You should also be open to receiving feedback from others, such as your colleagues, managers, or mentors, and use it to enhance your communication skills and performance.

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S.Mahdi Hashemi

Business Development Specialist | Technical & Engineering Services Export Leader | Tendering Proposals Professional | Construction Material & Technology Selection Advisor | Persuasive Communicator, Presenter & Negotiator
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knowing your audience and listening to them actively will help you understand their needs and goals and in my opinion this is the heart of any communication to find the the depth of audience needs and goals, but have you ever heard of recent ways mainly software and application developers use to develop a new product, these methods use agile developing tools and models through which developers try to expand their product features on basis of fast feedbacks they get from their targeted audience, you can also use this useful methods for developing your communication by trying to understand your audience through their exposure to a variety of options and features but getting very fast feedbacks from them that help find their exact needs.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you become a more effective communicator in Financial Services?

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1 Know your audience

2 Listen actively

3 Adapt your style

4 Use the right tools

5 Simplify your message

6 Get feedback

7 Here’s what else to consider

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