Perspectives

Why Buffett is Bullish on Stocks: A Q1 letter to clients

Tuesday, April 2nd, 2013

Why Buffett is bullish on stocks: A Q1 letter to clients by Dan Richards, ClientInsights.ca Monday, April 01, 2013 Since 2008, I have posted templates to serve as a starting point for advisors looking to send clients an overview of the year that just ended and the outlook for the period ahead.Advisors have told me […]


A Q3 Letter to Clients – Insights from a Wall Street Legend

Wednesday, October 3rd, 2012

by Dan Richards, ClientInsights.ca Each quarter since 2008, I have posted a template for a letter to serve as a starting point for advisors looking to send clients an overview of the past 90 days and the outlook for the period ahead. Advisors have told me they’ve received a great response to these letters and […]


Mid-year Client Letter: Wisdom from Three Veterans of 50 Years on Wall Street

Tuesday, July 3rd, 2012

Each quarter since 2008, I have posted a template for a letter to serve as a starting point for advisors looking to send clients an overview of the past 90 days and the outlook for the period ahead. Advisors have told me that they’ve received a great response to these quarterly letters and the templates […]


A proven path to gaining client assets

Wednesday, October 26th, 2011

Talk to successful advisors about their business objectives and for most increasing assets is towards the top of their list. Some advisors believe that winning a greater share of assets from existing clients is driven by performance. And while that may be true in some cases, research with 50,000 Canadian investors pinpoints eight advisor activities […]


Ten Ways to Connect with Clients’ Children

Wednesday, July 21st, 2010

This article by Nancy Opiela, is reprinted from AdvisorPerspectives.com Establishing a connection with the children of affluent clients is one of those happy cases that can be a win for both clients and for advisors. First and most important, many high net worth clients worry about their kids’ finances and attitudes to money and sleep […]


The Zen of Leadership

Tuesday, July 6th, 2010

This article is by Michael Beck, Business Philosopher, Strategist, and Executive Coach. There are many aspects to leadership that parallel the philosophies, concepts, and perspectives of Zen Buddhism.  I don’t profess to have a great depth of knowledge regarding Zen Buddhism, but from the insights I do have, I can see the application with respect […]


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 […]