Name: The Power of Bullet Points and Putting a Request in Writing
Uploaded: 2025-07-31T15:53:00Z
Duration: 2 min 20 s
Description: “With clients that are busy, it is so important to meet them where they’re at,” says Lindsay Pazdan, a Morgan Stanley wealth advisor. “Set a few simple topics that are important and your clients will read them.”

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“With clients that are busy, it is so important to meet them where they’re at,” says Lindsay Pazdan, a Morgan Stanley wealth advisor. “Set a few simple topics that are important and your clients will read them.”

https://m.wsj.net/video/20250731/a2ed99df-0a35-4201-86eb-adbe8ab4c840/1/hls/manifest-hd-wifi.m3u8

The Power of Bullet Points and Putting a Request in Writing

How do you, you know, broach the topic of a check-in? Let's say you have a client who's like, Lindsay, I don't need to talk to you. I'm actually good, set it and forget it. Call me in a year. What would you say to that client in terms of, especially if they're in their mid 30s, right, or in their 40s and you know there's a lot of changes happening. How would you convince them, just answer your phone call?

Yeah, it's a great question because it is a constant struggle on that one at times to get a response. But I've found, it's really about documenting it. Often, I mean, I know myself, I am busy at home. The second I leave work, I have kids, I have a life. I you know, try to make it to tennis every once in a while if I can. But we all have other activities and are pulled in 100 different directions and our clients are too. And so sometimes if you just put it in writing, right, you put it in writing and you said, I completely understand. I know you're busy. Here's just a few things I was thinking of that I just wanted to put the idea out there, and I'll check in with you in a few months, but if there's a time that you wanna talk about these things, please let me know. And again, bullet points, actually I probably haven't mentioned this yet, bullet points, everyone loves a bullet point. We don't need to write these huge, long paragraphs.

I love that.

Make it simple, make it, I always flip myself.

Adjustable.

Yeah, put yourself always on the other side of the table. If somebody was sending this to you, how would you wanna read it? I would want the highlighted words, bold, right? Give me five bolded words. And I'm like, oh, action items. I can do those, write me, you know, a page and a half, I'm not interested.

You just gonna go to the next email.

Yeah, next email. And so with clients that are busy, it is so important to meet them at where they're at. Right, don't overwhelm, don't inundate, but set a few simple topics that are important and your clients read them.