Wharton School

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 […]


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

Wednesday, July 6th, 2011

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 end of quarter letter is intended to be a starting point for your own letter to clients, one that can be a catalyst for a conversation about […]


Marketing for Financial Advisors – Differentiate, Develop a niche and Thrive

Wednesday, July 21st, 2010

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 Financial Advisors : Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan,” by Eric T. Bradlow and Patti Williams, and Keith […]