Pessimism

Pessimism

Template for a mid-year letter

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Dan Richards
 Printer-Friendly Version  Email This Article Below is a template for a mid-year letter to go to clients. Please make sure you read the accompanying post, Guidelines for An ...
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A Letter for Pessimistic Clients/Prospects in Q1-2012

A Letter for Pessimistic Clients/Prospects in Q1-2012
 Printer-Friendly Version  Email This Article If you’re at odds for a letter to send to clients this first quarter of 2011, as you’re going about communicating with them ...
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A Positive Perspective for Discouraged Clients

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Dan Richards My Practice
 Printer-Friendly Version  Email This Article These days, it often feels that we’re totally enveloped in a mood of pessimism. At one level, that’s understandable; start with subpar market ...
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Why Warren Buffett is optimistic – A quarterly letter to send clients

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Dan Richards
 Printer-Friendly Version  Email This Article Among my articles that draw the most interest from advisors are the draft templates for a quarterly letter to send clients. This quarter’s ...
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Year end letter for clients… Investment advice from Winston Churchill

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article For the past two years, I’ve posted quarterly letters that advisors can use as a starting point to develop client letters of their ...
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Do You Need a Code of Conduct?

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Dan Richards
 Printer-Friendly Version  Email This Article Recently, I got an email from an advisor asking for suggestions on how to deal with clients who sold some or all of ...
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Navigating Post-Financial-Meltdown Reviews

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Dan Richards
 Printer-Friendly Version  Email This Article Recently, I got an email from an advisor asking for suggestions on how to deal with clients who sold some or all of ...
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“The pendulum never stops……”

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Dan Richards
 Printer-Friendly Version  Email This Article Occasionally, something we hear sticks in our minds and stays with us. When I was in business school in the 1970s, my finance ...
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Two Compelling Articles to Send Clients

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Dan Richards
 Printer-Friendly Version  Email This Article “I’m a huge bull on this country … we won’t have a double dip recession. I see our businesses coming back almost across ...
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Three ways to inspire clients

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article What’s your main goal when meeting with clients?Given the beating their portfolios have taken and the general mood of pessimism, often it’s to ...
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The #1 way to show your value right now

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article These days, few issues are more important or contentious than the outlook for the U.S. economy . The hard reality is that we ...
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