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Market Volatility: Browse by Tags
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communication
client
Client letter
market volatility
sample
script
talking points
Page 1 of 1 (3 items)
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Date Added
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Client Communications
Posted on behalf of Harold Evensky This article discusses the importance of client communication.
10-23-2008
541
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File Size 37.5kB
Sample client call script
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
143
Download
File Size 46kB
Sample Client Letter
Posted on behalf of Martin Siesta, CFP ® This document is a sample client letter that we've been using.
11-11-2008
140
Download
File Size 29.5kB
Page 1 of 1 (3 items)
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