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Template for a mid-year letter

By Dan Richards, ClientInsights.ca
April 18, 2012
Dan Richards
Below is a template for a mid-year letter to go to clients. Please make sure you read the accompanying post, Guidelines for An Effective Mid-Year Letter. Please remember ...
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Using credible experts to help clients stick to their plans

By Dan Richards, ClientInsights.ca
January 25, 2012
Dan Richards
Warren Buffett has said it only takes two things for investors to succeed – having a sound plan and sticking to it…and it’s the sticking to it part ...
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Two Compelling Articles to Send Clients

By Dan Richards, ClientInsights.ca
September 19, 2010
Dan Richards
“I’m a huge bull on this country … we won’t have a double dip recession. I see our businesses coming back almost across the board.”  ….Warren Buffett, Berkshire ...
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Helping Clients Stick to Their Plans

By Dan Richards, ClientInsights.ca
July 28, 2010
Dan Richards
Warren Buffett has said it only takes two things for investors to succeed – having a sound plan and sticking to it … and it’s the sticking to ...
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