Articles Published on March 30th, 2010

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

Tuesday, March 30th, 2010

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. It has to be: 1. balanced in outlook 2. candid 3. short enough for clients to get […]


4 Articles to Send Nervous Clients

Tuesday, March 30th, 2010

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 nervous clients. Emerging markets soar past their doubters New York Times – Tuesday December 29 http://www.nytimes.com/2009/12/30/business/global/30emerge.html?th&emc=th Jeremy […]


A prospecting tip from Barack Obama

Tuesday, March 30th, 2010

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 innovative tactics that were used – one of which has direct relevance to financial advisors looking to […]


Transparency is the New Objectivity

Tuesday, March 30th, 2010

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 Transparency is the New Objectivity By David Weinberger July 19, 2009 A friend asked me to post […]


Making Beautiful Music Together—why advisors should form ensembles

Tuesday, March 30th, 2010

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 is well established in the U.S. among independent advisors, but has yet to emerge as a dominant […]