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How can you build and maintain professional relationships remotely in Financial Management?

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Financial management is a skill that requires effective communication, collaboration, and trust among professionals. However, in the current situation, many financial managers have to work remotely, which poses some challenges for building and maintaining professional relationships. How can you overcome these challenges and network with your peers, clients, and stakeholders in a virtual environment? Here are some tips to help you.

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Tarun G.

Sr Principal Consultant @ Oracle | Chartered Accountant | Finance solution automation advisor
Clayton Sheffrey

Mortgage Loan Originator
Hala Elgyar

Accounting Section Head

1 Set clear expectations

One of the first steps to build and maintain professional relationships remotely is to set clear expectations with your counterparts. This means communicating your goals, roles, responsibilities, deadlines, and feedback mechanisms upfront. By doing so, you can avoid misunderstandings, confusion, and conflicts that can damage your rapport and reputation. You can also use tools like project management software, shared calendars, and online contracts to keep track of your progress and deliverables.

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Tarun G.

Sr Principal Consultant @ Oracle | Chartered Accountant | Finance solution automation advisor
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Regarding strategies and tips for building and maintaining professional relationships remotely in financial management, the key points include the importance of communication, the use of video conferencing, maintaining professionalism, utilizing collaborative tools, providing regular updates, practicing active listening, scheduling virtual meetings, showing empathy, prioritizing data security, contributing valuable insights, and seeking feedback. The content emphasizes the need for effective communication, active engagement, professionalism, and adaptability to foster strong and lasting professional connections with colleagues, clients, and partners.

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2 Use multiple channels

Another tip to build and maintain professional relationships remotely is to use multiple channels of communication. This means not relying on only one mode of contact, such as email or phone, but diversifying your options according to the purpose and context of your message. For example, you can use video calls for more personal and complex conversations, instant messaging for quick updates and queries, and email for formal and detailed information. You can also use social media, podcasts, blogs, and webinars to share your insights and expertise with your network.

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Clayton Sheffrey

Mortgage Loan Originator
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I would add that reaching out to individuals on days that are important to them (birthdays) has an impact on creating a relationship that can not be matched. That one action gives the client a feeling of worth that can’t be replicated

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3 Be responsive and respectful

A third tip to build and maintain professional relationships remotely is to be responsive and respectful. This means acknowledging and answering your messages in a timely and polite manner, showing interest and appreciation for your counterparts' work and opinions, and avoiding distractions and interruptions during your interactions. You can also use emoticons, emojis, and gifs to convey your tone and emotions, and avoid using sarcasm, jargon, and slang that can be misinterpreted or offensive.

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4 Seek feedback and collaboration

A fourth tip to build and maintain professional relationships remotely is to seek feedback and collaboration. This means asking for and giving constructive and honest feedback on your work and performance, as well as seeking and offering help and advice when needed. You can also use tools like surveys, polls, and quizzes to collect and analyze data, and platforms like Google Docs, Dropbox, and Slack to share and edit documents and files. By doing so, you can improve your skills, learn from others, and demonstrate your value and reliability.

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5 Build rapport and trust

A fifth tip to build and maintain professional relationships remotely is to build rapport and trust. This means showing genuine interest and curiosity about your counterparts' backgrounds, interests, goals, and challenges, and sharing some personal and professional stories and experiences. You can also use humor, compliments, and gratitude to lighten the mood and express your appreciation. You can also schedule some informal and fun activities, such as virtual coffee breaks, games, or quizzes, to bond and socialize with your network.

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6 Keep in touch and follow up

A sixth tip to build and maintain professional relationships remotely is to keep in touch and follow up. This means maintaining regular contact with your counterparts, not only for work-related matters, but also for personal and professional updates. You can also use tools like newsletters, blogs, podcasts, and webinars to share your insights and expertise with your network. You can also send thank-you notes, cards, or gifts to show your recognition and gratitude. You can also follow up on your previous conversations, projects, and feedback, and seek new opportunities for collaboration and growth.

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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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Hala Elgyar

Accounting Section Head
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??Schedule ‘whole team’ video conferences on a regular basis. ??Take time for social chat during team meeting ??Ask your colleagues what you can do to help facilitate their remote working. ??Check in with colleagues Don’t just send an email to someone about a job or task,so pick up the phone and have a conversation. ??If you working remotely,you will inevitably need to build new relationships with people, as well as maintaining those you already had. ??If you cannot meet face-to-face, it is worth using video-conferencing as well as telephone, especially at the start of your relationship. ??The most important thing to remember is just that it will take time to build a relationship. Relax, and let it develop.

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Aziz Khan

Accountant, QBO Professional, Financial Analyst, Advanced Excel, Financial Modeling
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Personalised Interactions could prove to be pivotal in such remote jobs since every individual comes from diverse backgrounds. They need to be encouraged to ask any type of questions they want. The sense of participation of every employee in company's success is very important.

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Kim-Adele Randall

Interim/Fractional CEO/COO/CVO/CXO | Futurist | International Best Selling Author | Internationally Renowned Speaker on the Future of Leadership, Technology and Guaranteed Business Growth | TEDx Speaker
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Establishing a virtual water cooler environment allows remote financial management professionals to build and sustain meaningful connections crucial for effective collaboration. Leverage virtual coffees or brief check-ins for personal connections, utilize collaborative platforms for transparent project management, and engage in industry webinars or forums to stay connected. Foster trust through consistent communication, sharing insights, and delivering on commitments.

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How can you build and maintain professional relationships remotely in Financial Management?

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1 Set clear expectations

2 Use multiple channels

3 Be responsive and respectful

4 Seek feedback and collaboration

5 Build rapport and trust

6 Keep in touch and follow up

7 Here’s what else to consider

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