Sweeping Out Suspicion

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Write a Client Letter That Builds Trust

See how this seasoned advisor's December communiqué with clients helps them understand the relationship between prices for goods/services and stock prices. Not only does this letter prepare them for what they'll be seeing in their 2009 statements but it's another tool for building trusted relationships and a starting point for great conversations with clients.

Be a Showoff—In a Positive Way

When you craft a client letter that demonstrates your grasp of the environment that's affecting their investments and current emotions, write with the intention of tooting your horn softly. Not only will clients see you as someone in their corner, but this letter will set the stage for conversations that strengthen your connection.