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Template for a Year-End Client Letter
2012 in Review: Learning from the Past,
Looking to the Future
By Dan Richards
January 15, 2013


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Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

Dan Richards

Proactive communication with clients is always important – but never more than when uncertainty dominates media headlines.

Client concerns about whether you’re on top of things can be reduced by sending regular overviews of what’s happened in the immediate past and the outlook for the period ahead.  That’s why each year since 2008, I have posted templates to serve as a starting point for advisors looking to send clients an overview of the year that just ended and the outlook for the period ahead.

Ready for the adventure of a lifetime?

The Kilimanjaro Climb for Amani

Last year, seven advisors climbed Mount Kilimanjaro and experienced the adventure of a lifetime.

They did this to raise funds for Amani Children’s home in Tanzania; this four minute video  describes their experience. The next Kilimanjaro climb will take place next August, for details and info on an upcoming information call, email admin@clientinsights.ca

Advisors have told me they’ve received a great response to these letters, and the templates always rank among my most popular articles.

This letter has four components:

  1. An update on performance
  2. Perspective on today’s macro challenges
  3. Where stock valuations stand today
  4. Your recommendations for the period ahead

This template is only a starting point – use as much or as little of the content as is appropriate. Be sure to take the time to customize this letter and put it into your own words, particularly the last section on recommendations, so that it truly does represent your own point of view.

Where we stand in 2013: Learning from the past, looking to the future

As we enter 2013, I’m writing to summarize what happened in markets last year and to share my thoughts on positioning portfolios for the year ahead.

Last year saw a continuation of the uncertainty that’s characterized markets since the global financial crisis, which will be marking its fifth anniversary in September. At the same time, the U.S., Europe and emerging markets all showed strong gains in the mid-teens, despite concerns about Europe’s finances and worries that the US would fall off the “fiscal cliff” and go back into recession.

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