The financial advisor’s equivalent of the real estate agent’s “location, location, location” mantra is “communication, communication, communication.” Given the events in the Middle East, you have a perfect opportunity to communicate with your clients, deepen your relationship with them and position yourself as a thought leader with the investing public through a timely, well-written update letter.
I’ll make it easy for you by writing a timely letter about the Middle East situation and giving it to you for free. But first, I want to walk you through the anatomy of an update letter so you can use the template for your future letters.
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