Identify three (3) business and professional networks and contacts that can assist to benefit your organisation. In
Question:
Identify three (3) business and professional networks and contacts that can assist to benefit your organisation. In your response, you should include an example of one (1) third party referrer and one (1) financial services professional.
Organisation:
Type of business:
Organisation:
Type of business:
Organisation:
Type of business:
b) Write three (3) emails to introduce yourself to each of the organisations. Ensure you adhere to organisational policies and procedures, legislative and regulatory requirements, and professional codes of practice. In your email, you need to:
'-"Introduce yourself and your company
'-"Build relationships and show that you are a company worth doing business with
'-"Show how you can meet the needs of the client
'-"Discuss the cost of your services
c) One organisation emails back expressing their concerns around confidentiality. Prepare and example of email to let them of your privacy policies, and professional codes of practice as a professional working in the financial services industry.
Explain why Entry Finance values confidentiality when working with industry partners.
Smith and Roberson Business Law
ISBN: 978-0538473637
15th Edition
Authors: Richard A. Mann, Barry S. Roberts