We have been made aware that there are external parties falsely claiming to carry out financial services on behalf of Goldman Sachs (including Goldman Sachs Asset Management International and Goldman Sachs International) in order to market fake investment products and to solicit monetary payments. These external parties may pose as Goldman Sachs through the use of fraudulent communications via email, instant messaging or phone, as well as through the use of fake brochures and other documents containing Goldman Sachs branding and logos.
The Financial Conduct Authority of UK has issued warnings about these fraudulent activities which can be found here and here.
It is important to know that any communication you receive from Goldman Sachs would only come from an @gs.com e-mail address and/or be found on the goldmansachs.com website. Further information regarding how you can protect yourself from fraudulent activity online and how you can contact us about this can be found on the Goldman Sachs Security page, available here.
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Even in an increasingly digital age, the telephone remains a key communication tool. We use it to introduce ourselves with a more personal touch than is possible by email, to connect with clients or reach out to those with whom we have not conducted business in a while.
Sometimes we’re successful at reaching clients. Other times we are unexpectedly faced with leaving a voicemail. Before you pick up that phone, it’s important to be prepared to leave a message containing: (1) An introduction with your firm affiliation; (2) the reason for your call and (3) a call to action. Keep it short, enthusiastic, and give a reason that will generate a call back.
When leaving a memorable message, here are some of the best practices covered in the workshop:
|1. Keep it short (30-45 seconds)||2. Be personable, yet professional|
|3. Offer a reason for calling||4. Call during working hours
|5. Close with clear next steps|
For illustrative purposes only.
Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.