Don’t underestimate the importance of this first impression. Choose your words and images with care.
Here is an introduction that I consider memorable — but for the wrong reasons.
A new member had joined a team of financial advisers.
What do you look for in a financial adviser? Hmmm … trustworthiness, credibility, specialized knowledge, experience, good judgment, professionalism.
Here was part of the profile for this new associate, who shared his education and some personal information (details changed to protect privacy):
While on vacation in England, I proposed to Allison and we married in April of 2015. Our dog, Rover, is adjusting well to life in our new home. Currently pursuing a master’s degree in family financial planning through Oklahoma State University.
My initial reaction: That’s one smart dog!
Although a young financial adviser might want to be presented as especially appealing to younger clients, a person in that position should be able to attract and serve all ages.
His introductory photo maybe should have been more nuanced than it was: a guy in a black zippered shirt (maybe fleece?) with sleeves pushed up, arms crossed (considered a defensive posture), and a rim of red T-shirt showing at the neck.
Nor did the cut-off intrusion of something hanging on the wall behind him add sophistication or professionalism. It smacked of a quick smartphone afterthought.
I hope the financial-services firm seizes the opportunity to re-introduce this new associate as soon as an achievement of some kind warrants it.
Introducing new staff members gives you an opportunity to communicate with your constituents — always a good thing.
But make sure your grammar — your words and their arrangement — and your visuals complement rather than detract from your message.
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