ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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Other Articles by Dan Richards


Client Communication

An Alternative Way to Conduct Client Reviews
Building Personal Connections with Clients
Communicating in a Sound Bite World
Five Steps to an Effective Portfolio Review
Five Steps to High Impact Client Meetings
How to Consolidate Client Assets
Lessons from the Loss of a Multi Million Dollar Account
Listening for the ECHO in Client Calls
Tackling Today’s Number One Client Challenge
The Power of Proactive Client Calls
Thirty Seconds to Better Client Conversations
Three Powerful Words in Client Conversations
Three Ways to Inspire Clients
What to Say When You’ve Said It All
The Best Way to Thank Clients for Referrals
Rethinking the Fundamentals of Client Communication
Hard Lessons from a Lost Account

Investment perspectives

Behavioral Finance Traps En Route to Investment Success
In Search of Unconventional Thinking
The Case for Optimism
The Pendulum Never Stops…
The True Cost of Volatility
Three Myths of Market Underperformance
The China Conundrum
Lessons from an Investing Time Machine
Surprising New Research on Diversification from Emerging Markets


A Prospecting Tip from Barack Obama
A Wakeup Call for Advisors: Turmoil at the Top of the Market
Becoming the Fall Back Advisor for High End Prospects
Getting Prospecting into First Gear
Tapping into Today’s Number One Client Concern
Tapping into Your Prospect’s Hot Buttons
The End of Prospecting
Three Easy Steps to Effective Networking
Three Steps to a Referral Conversation that Works Today
Turning Corporate Downsizing into Prospecting Success
Using Case Studies to Make Your Case
Six Words that Open the Door to Accountant Referrals
Competing for Referrals
A Question that Motivates HNW Prospects

Practice Management

Avoiding the Black Hole of Business Planning
Cleaning up Messes
Client Gifts that Stand Out
Developing an Optimistic Outlook
Lessons from Winning Athletes
Structuring Your Day for Maximum Productivity
Tips for Motivation in 2009
Turning Intention into Action
Work Smart by Building Thinking Time into Your Day
A Lesson from Lawrence of Arabia
Ten Tips to be More Likeable
Seven Steps to Making 2010 a Breakthrough Year for your Business
Nine Essential Lessons from Olympians
How a Small Change Made a Big Difference