Business etiquette – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sun, 17 Nov 2019 08:17:45 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Business etiquette – Investment Executive https://www.investmentexecutive.com 32 32 Be the perfect holiday-party guest https://www.investmentexecutive.com/building-your-business/practice-management/be-the-perfect-holiday-party-guest/ Tue, 22 Nov 2016 16:40:00 +0000 https://www.investmentexecutive.com/uncategorized/be-the-perfect-holiday-party-guest/ Remember that it’s a celebration, not a marketing session

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]]> Common holiday party mistakes https://www.investmentexecutive.com/building-your-business/practice-management/common-holiday-party-mistakes/ Mon, 21 Nov 2016 15:25:00 +0000 https://www.investmentexecutive.com/uncategorized/common-holiday-party-mistakes/ Treat your staff to a festive get-together, but don’t talk shop

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]]> Get the party started https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/get-the-party-start-1/ Tue, 01 Nov 2016 04:50:00 +0000 https://www.investmentexecutive.com/uncategorized/get-the-party-start-1/ Arranging a seasonal knees-up for your team requires a daunting number of decisions. Among the keys to planning a successful staff holiday party are knowing the tastes of your partygoers and choosing an appropriate time

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]]> Casual Friday: Should you discuss politics with clients? https://www.investmentexecutive.com/building-your-business/client-communications/casual-friday-should-you-discuss-politics-with-clients/ Fri, 28 Oct 2016 16:15:00 +0000 https://www.investmentexecutive.com/uncategorized/casual-friday-should-you-discuss-politics-with-clients/ The rules of etiquette say no. But if a client brings up political issues, steer the conversation toward finance

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]]> Casual Friday: Client event etiquette https://www.investmentexecutive.com/building-your-business/client-communications/casual-friday-client-event-etiquette/ Fri, 30 Sep 2016 16:15:00 +0000 https://www.investmentexecutive.com/uncategorized/casual-friday-client-event-etiquette/ Navigating the social conventions of your clients can be challenging. You must do your homework and, when in doubt, follow your client’s lead

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]]> Casual Friday: Dressing down for summer https://www.investmentexecutive.com/building-your-business/practice-management/casual-friday-dressing-down-for-summer/ Fri, 29 Jul 2016 04:50:00 +0000 https://www.investmentexecutive.com/uncategorized/casual-friday-dressing-down-for-summer/ It’s OK to go casual for the season. Just don’t go too far

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]]> Casual Friday: Four tips for a better business lunch https://www.investmentexecutive.com/in-depth_/special-reports/casual-friday-four-tips-for-a-better-business-lunch/ Fri, 06 Nov 2015 17:55:00 +0000 https://www.investmentexecutive.com/uncategorized/casual-friday-four-tips-for-a-better-business-lunch/ Smoothing out these details can make for a more productive, pleasant meeting

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]]> Four mistakes to avoid at your next conference https://www.investmentexecutive.com/in-depth_/special-reports/four-mistakes-to-avoid-at-your-next-conference/ Tue, 18 Aug 2015 14:45:00 +0000 https://www.investmentexecutive.com/uncategorized/four-mistakes-to-avoid-at-your-next-conference/ Put the phone away and make eye contact

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]]> Five common conference-call faux pas https://www.investmentexecutive.com/in-depth_/special-reports/five-common-conference-call-faux-pas/ Mon, 27 Jul 2015 16:20:00 +0000 https://www.investmentexecutive.com/uncategorized/five-common-conference-call-faux-pas/ Dial in on time and put all other tasks on hold

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]]> Casual Friday: Five etiquette tips for client meetings https://www.investmentexecutive.com/in-depth_/special-reports/casual-friday-five-etiquette-tips-for-client-meetings/ Fri, 19 Jun 2015 15:10:00 +0000 https://www.investmentexecutive.com/uncategorized/casual-friday-five-etiquette-tips-for-client-meetings/ Make sure visitors are comfortable, and minimize distractions

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