|
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.
|
10-21-2008
|
700
|
Download
File Size 43.9kB
|
|
Posted on behalf of Harold Evensky This article discusses the importance of client communication.
|
10-23-2008
|
543
|
Download
File Size 37.5kB
|
|
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.
|
10-14-2008
|
620
|
Download
File Size 33kB
|
|
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...
|
10-14-2008
|
393
|
Download
File Size 30kB
|
|
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.
|
10-21-2008
|
326
|
Download
File Size 52.8kB
|
|
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.
|
11-03-2008
|
144
|
Download
File Size 46kB
|
|
Posted on behalf of Martin Siesta, CFP ® This document is a sample client letter that we've been using.
|
11-11-2008
|
141
|
Download
File Size 29.5kB
|