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Even with the market bounceback in 2009, many clients are still anxious, often stemming from negative media coverage of prospects for the economy and markets.
If you run into this, here are recent articles that might help calm nervous clients.
Emerging markets soar past their doubters
New York Times — Tuesday December 29
Jeremy Siegel on the Undervaluation in US equities
Advisor Perspectives — Tuesday December 29
The best is yet to come — the full benefits of technology are on their way
Wall Street Journal — Monday, December 28
The case for optimism on the economy
Wall Street Journal — Tuesday December 15
About ClientInsights.ca A breakthrough in client communication Not long ago, clients read what you sent them. Today that's changed. In the You Tube world we live in, many investors would prefer to hear from a portfolio manager directly. And instead of reading an article on tax saving or estate planning strategies, more and more Canadians would rather watch an expert discuss the topic. Clientinsights.ca was developed in response to these changes - to deliver information in the form that investors want to receive it. It provides over 150 short video interviews, each about 4 to 6 minutes - you can email them or watch a video along with clients to start a meeting. No matter how you use it, Clientinsights.ca is designed to help you take client communication to a higher level. Dan Richards Founder and CEO, Clientinsights.ca Read more from the author/contributor here.
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