Wharton School

Wharton School

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

danrichards
Dan Richards
Given recent unrest in Europe and uncertainty about economic growth, many clients are looking to their advisors for direction on what they should do. This template for an ...
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Marketing for Financial Advisors – Differentiate, Develop a niche and Thrive

Marketing for Financial Advisors – Differentiate, Develop a niche and Thrive
An excellent interview is posted at the Knowledge@Wharton, with three Wharton School professors, who have recently penned a new book on Financial Advisor marketing, aptly titled, “Marketing for ...
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