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"How do I introduce my clients to someone else? There must be some etiquette rules I don't know."

Sara Grillo, CFA

Bringing transparency ?? and logic to financial advisor marketing

发布日期: 2025年2月3日

Question from a subscriber: "How do I introduce my clients to someone else? There must be some etiquette rules I don't know."?

Yeah, everyone gets the social hierarchy part wrong.

Take these actions TODAY:

In social hierarchy rules, the more important, higher ranking, or older person gets introduced to the "lesser" one.
The higher ranking person's name should come after the word "meet."
Example: Mr. Musk is your client and you want to introduce him to Clarence the CPA. "Clarence, please meet Mr. Musk. He runs an automobile company."

Yeah?

Yah.

BOOM - there ya go; today's marketing tip for ya!

P.S. Got a marketing question that is stumping you? Send it to me and I'll answer in my next Daily?

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Disclaimers

All characters in this article are fictional in nature. Any similarity to individuals, living or dead, is entirely coincidental.

Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.

Nothing in this communication can be construed as legal or compliance advice. For advice about complying with your company’s regulations regarding marketing-related activity, please consult your legal or compliance officer.

Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

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"How do I introduce my clients to someone else? There must be some etiquette rules I don't know."

Sara Grillo, CFA

Bringing transparency ?? and logic to financial advisor marketing

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