Warren Buffett

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 […]


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 Q1 letter to clients: Bernanke, Buffett and Siegel on the Prospects Ahead

Wednesday, April 4th, 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 a summary of what’s happened in the past 90 days; and the outlook for the period ahead. Advisors have told me that they’ve got a great response to these quarterly letters […]


The information sources that impress clients

Wednesday, February 15th, 2012

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 only does this keep you top of mind, but it reminds clients of the ongoing reading and research you’re doing on their behalf – and depending on […]


The Information Sources That Persuade Clients

Wednesday, February 1st, 2012

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 short telephone meetings with their most important clients – say once a quarter for top clients. But for many investors that’s still not enough – some are […]


Using credible experts to help clients stick to their plans

Wednesday, January 25th, 2012

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 where most people struggle. Along similar lines, the key for advisors in helping clients succeed is not developing the right plan, it’s putting in place strategies to […]


Q3 Client Letter: Warren Buffett: “The U.S. is coming back now,” and, Why Four Investment Veterans are Bullish Stocks

Wednesday, January 18th, 2012

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 clients with perspective on the recent market turmoil. I hope that you find this useful as a starting point for your own client letter. Note that the […]


Bringing discipline to client portfolios

Wednesday, December 7th, 2011

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 and Mail highlighted two tools to overcome investors’ (and some advisors’) emotional reactions to market movements, creating the impulse to buy and sell at exactly the wrong times. The article quoted […]


Warren Buffett’s Strategy for Effective Client Meetings

Wednesday, September 14th, 2011

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 as when I get a call from my dentist’s office” said this investor, whose account was worth over $1 million at the end of 2010. “I recognize […]


Why Warren Buffett is optimistic – A quarterly letter to send clients

Wednesday, July 6th, 2011

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 some of the extreme pessimism among many investors. This negative sentiment is understandable given the real challenges facing the U.S. and European economies, but is also a […]