Most Popular ArticlesOctober 6, 2009
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives
A list of Dan Richards’ previous articles appears at the end of this article.
Last fall I began posting quarter-end letters that advisors could adapt for their own use. Many advisors have told me that they have received an outstanding response to the letters they sent as a result.
There are five qualities to an effective client letter. A good client letter needs to be:
Complimentary Webinar with Dan Richards:
It’s not Business as Usual:
Five New Imperatives for
Effective Client Communication
Dan Richards is one of today’s best known voices on what it takes for advisors to solidify relationships with existing clients and to attract new ones. In this webinar we will review how things have changed in the past year and what advisors need to do in response.
Wednesday, October 28, 2009
4:00 PM - 5:00 PM EDT
- Substantive
- Candid
- Backed up by facts
- Clear and easy to read
- Tailored to each advisor’s personality and views
On the next page is a template that you can use as a starting point for your own third-quarter client letter – summarizing where we’ve been, where we are today and the outlook for the period ahead. Remember, this letter is only designed as a starting point – be sure to take the time to inject it with your own point of view and personality.
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