Market Volatility

Sample Client Letter

Christine Richardson — Tue, 11 Nov 2008 20:44:53 GMT

Posted on behalf of Martin Siesta, CFP®

This document is a sample client letter that we've been using.

Sample client call script

Christine Richardson — Mon, 03 Nov 2008 22:43:43 GMT

Posted on behalf of Harold Evensky, CFP®

This script is a sample of what we use in our regular communications with clients during these times.

Talking Points for Three Pieces

Jean Dunn — Thu, 30 Oct 2008 18:52:50 GMT

Posted on behalf of Christine Fahlund, Ph.D, CFP ®. This piece provides talking points to help clients better understand their options in a volatile market. Use in conjunction with Behavioral Finance Piece for Clients, Market Crisis Piece for Clients, and Piece to Use With Pre-Retirees.

Market Crisis Piece for Clients

Jean Dunn — Thu, 30 Oct 2008 18:47:54 GMT

Posted on behalf of Christine Fahlund, Ph.D, CFP ®. This piece could provide perspective to clients on the recent market crisis.

Piece to Use With Pre-Retirees

Jean Dunn — Thu, 30 Oct 2008 18:45:44 GMT

Posted on behalf of Christine Fahlund, Ph.D, CFP ®. This piece discusses options for clients retiring into a down market.

Behavioral Finance Piece for Clients

Jean Dunn — Thu, 30 Oct 2008 18:42:36 GMT

Posted on behalf of Christine Fahlund, Ph.D, CFP ®.This piece could help investors see the impact their emotions can have on their investment decisions.

Letter to Clients -- Let's stay rational

Marc Freedman — Thu, 30 Oct 2008 18:00:26 GMT

Marc Freedman shares a letter sent to clients regarding the volatile market environment.

Sample client letter

Christine Richardson — Thu, 23 Oct 2008 20:43:23 GMT

Posted on behalf of Harold Evensky

This is an example of a letter to send clients during these turbulent times.

Client Communications

Christine Richardson — Thu, 23 Oct 2008 20:42:03 GMT

Posted on behalf of Harold Evensky

This article discusses the importance of client communication.

New York Times article to share with clients

Christine Richardson — Tue, 21 Oct 2008 20:07:27 GMT

Posted on behalf of Norman M Boone, MBA, CFP®

This is a New York Times article that is sometimes shared wtih clients regarding the market volatility.

Article being sent to clients

Christine Richardson — Tue, 21 Oct 2008 20:06:08 GMT

Posted on behalf of Norman M Boone, MBA, CFP®

This is an article from the New York Times that is shared with some clients when discussing the current market volatility.

Example of Client E-mail 2

Christine Richardson — Tue, 14 Oct 2008 22:46:38 GMT

Posted on behalf of David Yeske, CFP®

Here’s the second of two client emails that you can use for reference on ideas for your clients. We’ve gotten very positive client responses from both of them

Example of Client E-mail

Christine Richardson — Tue, 14 Oct 2008 22:44:11 GMT

Posted on behalf of David Yeske, CFP®

Here’s the first of two client emails that you’re welcome to use for ideas. We’ve gotten very positive client responses from both of them.

Potential Client Letter 4

Christine Richardson — Tue, 14 Oct 2008 19:51:05 GMT

Posted on behalf of Ross Levin, CFP®

This is an example of a weekly letter I send my clients. Feel free to reference it for ideas on how to communicate to your clients.

Potential Client Letter 3

Christine Richardson — Tue, 14 Oct 2008 19:50:25 GMT

Posted on behalf of Ross Levin, CFP®

This is an example of a weekly letter I send my clients. Feel free to reference it for ideas on how to communicate to your clients.