Laying Out the May Landscape, Planning Next Moves

RELATED CONTENT

Dispel Doubts by Explaining 'How Things Work'

Our veteran advisor shows us how he explains his hedging strategy to clients. His explanation includes the details of intrinsic value and the time-and-volatility premium, plus tax implications to share with CPAs. Communication at this level helps reduce client uncertainty and cuts down on the amount of one-on-one time they require.

Score a Double Whammy

Write a letter that connects clients with your insights and what's happening in their portfolios, and also educates your prospects, multiplying your success ratio.

Wow Investors With a Map to Your Brain

A periodic client letter can do wonders for building your credibility and efficiency. In one fell swoop, you can reach out across your entire client base to demonstrate what's going on with their portfolios and why, and what you're doing to achieve a positive investment outcome.