Updated September 22, 2023, at 1:01 PM
Picture this: Your financial firm is having its best year ever. You’re fully staffed. Referral business is good. You walk into your office and the team greets you with smiles and an enthusiastic “Good morning, boss!”
Everything seems to be running smoothly.
You start digging into your email and find one with this subject line: “What is the delay?” Then another email a few lines down reads: “Cancel our agreement.” The sad news is that you see these subject lines all too often.