Client Communications

Rough waters

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.

In this Special Feature

  • A Q3 letter to clients

    In 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.

  • A Q3 letter to clients: How to navigate rough waters

    Customize this template to reflect your views, especially when it comes to recommendations for the period ahead.

    Client Communications