Warren Buffett

Warren Buffett

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

dan-r
My Practice
 Printer-Friendly Version  Email This Article Why Buffett is bullish on stocks: A Q1 letter to clients by Dan Richards, ClientInsights.ca Monday, April 01, 2013 Since 2008, I have ...
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Mid-year Client Letter: Wisdom from Three Veterans of 50 Years on Wall Street

dan-r
My Practice
 Printer-Friendly Version  Email This Article Each quarter since 2008, I have posted a template for a letter to serve as a starting point for advisors looking to send ...
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A Q1 letter to clients: Bernanke, Buffett and Siegel on the Prospects Ahead

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Each quarter since 2008, I have posted a template for a letter to serve as a starting point for advisors looking to send ...
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The information sources that impress clients

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article In Monday’s email, I talked about the positive impact of sending clients a regular email with a link to an article or video ...
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The Information Sources That Persuade Clients

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article The information sources that persuade clients In last Monday’s article, I made the case that today’s investors want more frequent, shorter contact. That ...
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Using credible experts to help clients stick to their plans

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Warren Buffett has said it only takes two things for investors to succeed – having a sound plan and sticking to it…and it’s ...
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Q3 Client Letter: Warren Buffett: “The U.S. is coming back now,” and, Why Four Investment Veterans are Bullish Stocks

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Since 2008, each quarter I have posted a template for a letter to clients; these are consistently among my most popular articles. This ...
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Bringing discipline to client portfolios

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article In light of the events of the last nine months, investors and advisors alike are reexamining the process used to build portfolios. A ...
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Warren Buffett’s Strategy for Effective Client Meetings

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Last week I spoke to an investor who got a call from his advisor’s assistant about scheduling a time to review his portfolio. ...
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Why Warren Buffett is optimistic – A quarterly letter to send clients

danrichards
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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Guidance from Buffett, Gross and Siegel – An End of Quarter Letter to Clients

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Given recent unrest in Europe and uncertainty about economic growth, many clients are looking to their advisors for direction on what they should ...
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Seven positive articles to email clients

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Amidst all of the market uncertainty, some advisors find it helpful to email articles that provide a generally upbeat view of mid term prospects.For example, ...
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The Toughest Question from Clients and How to Answer It

dan-r
My Practice
 Printer-Friendly Version  Email This Article The toughest question from clients – and how to answer it Today, anyone in the business of offering advice is challenged by clients ...
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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?

danrichards
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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