Starting now, any and all business related email must be sent to firstname.lastname@example.org. In my effort to continually improve the efficiency of my practice (the Japanese call this Kaizen), your email will automatically archive into your respective Customer Relationship Management (CRM) file. This will help me to instantly see all of ‘our’ correspondences.
As compliance standards in the financial industry have necessitated the documentation of virtually all forms of communication and contact between advisors and clients, this eliminates extra steps throughout my day to copy and paste emails into ‘your’ file. I appreciate your diligence in making sure we are communicating in the right manner!