ďMy name is Dave, and Iím an emotional emailer.Ē
I recently received an email from a fellow professional, pointing out something I was doing that my correspondent disagreed with. It didnít feel like a major issue to me, and I wonít be changing my approach, but the note itself felt petty. I sent a brief response asking for more details and got a vague response. Cue my speedy little fingers to write a message that should never have been sent.
Thereís a lesson here -- or two, really.
First: Emails need to be, and stay, factual. As soon as any emotion comes into play, it is time to have a real conversation -- by phone at minimum. I frequently tell myself this, but it comes back to haunt more times than I would like. In fact, try to use phone calls rather than email whenever appropriate. I enjoy receiving phone calls and talking to people, so I need to take my own advice.
Additionally, I need to understand that my dream may be met with some objection, and that I have the capability to hurt people unintentionally. If people disagree with what Iím doing, my response should be to listen and continue moving forward, without getting dragged into a conflict. Those disagreements steal my focus away from where it ought to be: building my business.
Dave Grant, CFP, a Financial Planning columnist, is the founder of Cary, Ill.-based planning firm Finance for Teachers. Heís also the founder of Fee Only Consulting, which focuses on developing the skills of Gen Y planners. In addition, heís the founder of NAPFA Genesis, a networking group for young, fee-only planners.