Archives for March 30, 2010

Daily Archives: March 30, 2010

danrichards
Dan Richards

Warren Buffett on investing in a climate of fear – a Q1 letter to send clients

An important note: Over the past 18 months, the quarterly templates for a client letter have ranked among the most popular features on this site. Research with investors has identified the five elements of an effective client letter. ...
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articles you can send Dan Richards

4 Articles to Send Nervous Clients

Even with the market bounceback in 2009, many clients are still anxious, often stemming from negative media coverage of prospects for the economy and markets. If you run into this, here are recent articles that might help calm ...
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Transparency is the New Objectivity

Transparency is the New Objectivity

This article is a guest post written by David Weinberger, Senior Researcher at Harvard’s Berkman Center for Internet & Society, and the author of Everything Is Miscellaneous (www.everythingismiscellaneous.com) and a co-author The Cluetrain Manifesto (www.cluetrain.com). REPRINTED WITH PERMISSION ...
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Dan Richards

A prospecting tip from Barack Obama

Recently, I came across an article that outlined the critical role of technology in Barack Obama’s remarkable presidential campaign.Among the key contributors to his success was the unprecedented $500 million his campaign raised online. The article discussed some of the ...
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Making Beautiful Music Together—why advisors should form ensembles

Making Beautiful Music Together—why advisors should form ensembles

By Marc Lamontagne, CFP, R.F.P, FMA Making Beautiful Music Together—why advisors should form ensembles There are three basic business models in the financial planning industry: sole practitioner, silo, and ensemble. The trend to forming ensembles or group practices ...
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