Thoughtful Points That Reassure Clients, Win Over Prospects
Nov 11, 2009
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By William F. Nicklin
Craft a month-end client letter that lays out your thinking on their portfolios and market performance around the world. Not only will this help them understand what's behind your advice and how you sort out well-positioned businesses from the rest, but you can also use this communication as an evergreen prospecting tool to showcase your portfolio management approach.