Many advisors have told me they’ve got a positive response from the quarterly review letters they’ve sent based on the templates I’ve provided.
Here’s a template that can be a starting point for a year end review letter – just remember that to be effective, a letter such as this one needs to feel:
1. substantive
2. candid
3. backed up by facts
4. easy to read
5. that it reflects the personality of the advisor writing it.
That means you need to take the time to personalize the letter to language and examples you’d use and to reflect your point of view.
Emerging Markets Highlights (3/15/2010) by US Global Investors 15 Mar 2010 at 8:47am
Emerging Markets
Strengths
The number of people living at or above the level of “medium development”— considered to live in reasonable condition... Face-to face with the bears: Marc Faber and Mish Shedlock by Prieur du Plessis, Investment Postcards from Cape Town 15 Mar 2010 at 8:24am
In the three-part interview below, Aaron Task and Henry Blodget of Yahoo Finance - Tech Ticker interview Marck Faber, publisher of the Gloom, Boom ... Sovereign Debt: Emerging Markets Advantage by US Global Investors 15 Mar 2010 at 8:12am
By Frank Holmes, CEO and Chief Investment Officer
It’s not a good time to be a developed economy.
Sovereign debt is at or near the crisis point in ... Michael Lewis: “The Big Short” (60 Minutes) by AdvisorAnalyst 15 Mar 2010 at 8:09am
Michael Lewis discusses his new book “The Big Short: Inside the Doomsday Machine”, a look at the financial meltdown.
Part One
Watch CBS News Video... Words from the (Investment) Wise (March 15, 2010) by Prieur du Plessis, Investment Postcards from Cape Town 15 Mar 2010 at 12:08am
Shrugging off some lingering reminders of the credit crisis and recession, investors last week marked the one-year anniversary of the bear market l...
Stay on top of the latest headlines from the Wall Street Journal Online.
WSJ's What's News Early Edition, March 15, 2010by The Wall Street Journal 15 Mar 2010 at 5:04am
A financial-rules battle looms in Washington ... Wachovia is in talks over alleged drug-money laundering ... Phillips-Van Heusen is close to acquiring Tommy Hilfiger ... and "Alice in Wonderland" again tops the weeken...
Jeffrey Saut Daily Audio Comment Raymond James
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