LETS TALK BUSINESS Andrea Holle, Edward Jones

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LETS TALK BUSINESSAndrea Holle, Edward Jones

• As an Edward Jones investment representative, I
  use goodwill messages to extend birthday wishes,
  get well wishes, condolences, and often notes of
  congratulations.
• Goodwill messages help build relationships in
  which selling investments is enjoyable. I
  strengthen current relationships with my clients
  and build future business prospects by sending
  Thanksgiving notes telling my clients I
  appreciate their business or birthday cards
  telling them I remember their special day.
• It is essential to build a strong relationship
  with all business contacts since the financial
  business is very competitive. Contacting business
  associates or clients in their time of need or at
  a time of celebration will strengthen your
  business relationship and set you apart from your
  competitors.

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Goodwill Messages

• Common Types
• Congratulations
• Condolence
• Appreciation
• Invitation (RSVP)
• Holiday Greeting
• Welcome

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Goodwill Messages

• Styles
• Handwritten
• Typewritten
• Printed
• Card
• Letter
• E-Mail
• Informal
• Formal

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Welcome Letter for New Customer

• Dear Mr. Biggs
• On behalf of Scooters International Co., Ltd., I
  would like to welcome you as a new customer.
• I was pleased to learn this morning that you have
  ordered several dozen scooters from us and I
  want you to know that all of our personnel are
  ready to assist with the filling and shipping of
  the order.
• We sincerely appreciate your business, and we
  will do our best to make your association with us
  both pleasant and profitable for you.
• Sincerely

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Thank You or Holiday Greeting Letter

• Dear Mr. Han
• Happy New Year! We want to start the new year by
  sending a big thank you for your support this
  last year. Your business has been very important
  to us.
• Enclosed please find our new brochure advertising
  our various products. You may wish to visit our
  Web site at http//www.scooter.com for additional
  information.
• In the coming year we will do our best to serve
  you in every way. May the new year be a happy and
  successful one for you.
• Sincerely

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Congratulations Letter

• Dear Mrs. Sequin
• Congratulations on being awarded the Consumer
  Health Affairs 1 rating for the 2001 year. This
  rating is quite an accomplishment and you deserve
  it.
• With this rating you join the ranks of the finest
  health agencies in the world. The fine health
  magnet products that you have developed for
  members the American Association of Retired
  Persons (AARP) is commendable.
• Congratulations and best wishes for your
  continued success. We look forward to working
  with you in the future.
• Sincerely