Warren Buffett

Warren Buffett

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

dan-r
My Practice
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 ...
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Mid-year Client Letter: Wisdom from Three Veterans of 50 Years on Wall Street

dan-r
My Practice
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 ...
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A Q1 letter to clients: Bernanke, Buffett and Siegel on the Prospects Ahead

danrichards
Dan Richards
Each quarter since 2008, I have posted a template for a letter to serve as a starting point for advisors looking to send clients a summary of what’s ...
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The information sources that impress clients

danrichards
Dan Richards
In Monday’s email, I talked about the positive impact of sending clients a regular email with a link to an article or video from a credible source. Not ...
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The Information Sources That Persuade Clients

danrichards
Dan Richards
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 means advisors should schedule regular ...
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Using credible experts to help clients stick to their plans

danrichards
Dan Richards
Warren Buffett has said it only takes two things for investors to succeed – having a sound plan and sticking to it…and it’s the sticking to it part ...
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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
Since 2008, each quarter I have posted a template for a letter to clients; these are consistently among my most popular articles. This quarter’s letter attempts to provide ...
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Bringing discipline to client portfolios

danrichards
Dan Richards
In light of the events of the last nine months, investors and advisors alike are reexamining the process used to build portfolios. A May 25 in the Globe ...
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Warren Buffett’s Strategy for Effective Client Meetings

danrichards
Dan Richards
Last week I spoke to an investor who got a call from his advisor’s assistant about scheduling a time to review his portfolio. “I had the same reaction ...
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Why Warren Buffett is optimistic – A quarterly letter to send clients

danrichards
Dan Richards
Among my articles that draw the most interest from advisors are the draft templates for a quarterly letter to send clients. This quarter’s letter is designed to balance ...
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