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Enhancing Your Financial Synergies Experience with New Media

The rise in social media networks and other Internet-based outlets, such as messaging and email, have become very important tools for communication in business. Now, with the SEC regulation allowing for companies to push certain types of business announcements and marketing material out over these networks, we are seeing an ever-increasing adoption and engagement by our clients.

With all of the evolutions in technology and internet-based communications, many wonder if this will take the place of good old-fashioned human interaction. We don’t think so; although many clients may prefer electronic forms of communication, in-person meetings will always play a vital role in our business.

Studies show that nearly 93% of effectiveness in human communication is non-verbal, meaning that body language, such as position of arms, facial expressions, and length of eye contact can tell us more about how someone is feeling than their words alone.  In addition, internet communication takes away important vocal nuances, which immediately allows us to know what someone is feeling, and how it affects them.  These elements get removed when interacting over networks such as Facebook, emails, and text messaging.

So what are the pros for businesses in using Internet and social media to communicate? One of the major decision points for businesses in utilizing social media channels for communication is the speed at which the information travels, which can allow for direct, timely communication on happenings, insights, new services, or events within the company. It also provides a 24/7 structure for clients to obtain information and interact with the company.

Acording to Forbes’ Susan Tardanico, there is a need for us to understand how to communicate more effectively and deeply through internet-based communications, and capitalize on the face-time when we have the opportunity. She says, “Leaders must consider the impact on business relationships and the ability to effectively collaborate, build trust, and create employee engagement and loyalty.”

Our goals in utilizing social media for business are geared toward the client and our hopes to foster many different vehicles for communication, allowing clients and prospects to engage and connect in a manner that is most comfortable for them. By providing the online formats through our blog, Facebook & LinkedIn pages, as well as our newly designed website we create opportunities for our clients to learn and engage in a multi-dimensional way. We still encourage yearly face-to-face meetings, and phone conversations in the interim.

The most important takeaway is that effective communication is a two-way street. If you have any ideas, comments, questions, or concerns feel free to contact us by telephone at (713) 623-6600, email at, on our Facebook page, or via LinkedIn.

Marie Villard

As Director of Operations, Marie enjoys working with clients to help them simplify their financial lives and achieve their goals. She handles a wide array of items, from complex estate transactions to compliance, to firm communications. Read Marie’s Profile HereRead More Articles by Marie

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