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13 Pointers for a Loyalty-Inspiring Client Letter

Write a month-end letter that communicates without making predictions. Bring your insights together in a cohesive message, talk about possibilities and opportunities, and demonstrate your unique offering to clients.

Write a Letter That's Like Comfort Food for Clients

Spend the time to put down in words your incremental strategy for navigating through these uncertain times and explain how you'll take advantage of opportunities you expect when conditions start to shift. You'll set the stage for meaningful conversations with clients and build trusting relationships.

Send a Big-Picture Client Letter

What do you say to investors in rocky times? See what this advisor of 40 years wrote to his clients, explaining his current thinking on bear market bottoms, supported by insights from The Money Muddle, Anatomy of the Bear, and Nobel Prize-winning economist James Tobin.