What to say to clients about the third quarter and an outlook for the period ahead. Dan Richards offers his template for a client letter that advisors can customize to reflect their views.
October 15, 2014
What to say to clients about the third quarter and an outlook for the period ahead. Dan Richards offers his template for a client letter that advisors can customize to reflect their views.
October 15, 2014In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to include in a quarterly letter to clients about recent market developments. He recaps three principles that guide his approach to constructing portfolios.
Customize this template to reflect your views, especially when it comes to recommendations for the period ahead.
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
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