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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 […]


Why Investors are ”Mad as Hell” … and What You Can Do About It

Wednesday, August 24th, 2011

Last Friday, Jason Zweig of the Wall Street Journal Street Journal wrote about fear and anger as the two dominant attitudes of American investors today; fear about their future and anger at those they see as responsible for the latest crisis. His column depicts many investors as intensely disillusioned, summoning up the phrase “I’m mad […]


More Articles to Send Anxious Clients

Wednesday, July 14th, 2010

Last week’s post with articles to send nervous clients got a great response. In light of that, here are more articles from this weekend’s Barron’s , New York Times and Wall Street Journal that might reassure anxious clients. First, the Chief Investment Officer of Harris Private Bank in Chicago looks at valuation, the economy, liquidity, […]


4 Articles to Send Nervous Clients

Tuesday, March 30th, 2010

Even with the market bounceback in 2009, many clients are still anxious, often stemming from negative media coverage of prospects for the economy and markets. If you run into this, here are recent articles that might help calm nervous clients. Emerging markets soar past their doubters New York Times – Tuesday December 29 http://www.nytimes.com/2009/12/30/business/global/30emerge.html?th&emc=th Jeremy […]


Articles You Can Send to Clients (July 15, 2009)

Friday, December 18th, 2009

As prefaced in today’s newsletter: During this period of heightened requirements for communications to your clients, keeping in touch with your network of clients and prospects is critical. While there is no substitute for one-to-one meetings and phone calls, weekly or periodic emails are an effective way of staying visible and developing frank and open […]