Better communication. Stronger client relationships. More time to live your life.
The Quarterly Letter provides in-depth market analysis, saving you time so you can focus on growing your client base. At the same time, it helps you demonstrate to clients—and prospective clients—that you’re well-informed and ahead of the curve with timely, insightful market commentary.
We guarantee that your quarterly letter will pass your compliance team review or we’ll refund your money. And the best part is, your quarterly communication will be coming directly from you.
You let us research it, write it and format it for you. One way many successful advisors improve communication with clients is by sending them a quarterly letter. But that is not an easy task.
On average, the advisors we spoke to said they spent between four and six hours researching, writing, formatting, editing, and proofing their quarterly letter. If you’re as busy as most of the advisors I know, that is way too much time and stress to devote to a quarterly letter.
Use it ‘as is’ by putting it on your letterhead, getting approval, signing it, and sending it out. Or, edit it as you see fit, using the content in conjunction with your own takes. You can send it to anyone you like: clients, prospects, family, and friends.
A macro ‘look back’ at the most recent quarter, important performance data for major asset classes and indexes, and a look ahead at the coming quarter. It’s well-written, simplified, and brief. The letter is written in Microsoft Word and comes complete with all the back-up documentation, making it easy for compliance review.
Our letters have passed compliance at major firms with thousands of advisors and dozens of smaller RIAs, alike. We provide all relevant documentation for numbers cited and analysis made in our quarterly letter, facilitating the compliance approval process each time.
We’re so confident that we can get your letter through compliance that we offer a money-back guarantee if compliance rejects it. Begin your subscription to the Sevens Report Quarterly Letter now and receive clear, straightforward quarterly analysis that’s client-ready on the first business day of every quarter.
- Use it “as is” by putting it on your letterhead, getting approval, signing it, and sending it out.
- Edit it as you see fit, using the content alongside your own insights.
- Send it to clients, prospects, family, and friends.
- Provided advisors with ideas that are compelling strategies, and tactics to share with clients and prospects
- Offered extra value through biweekly webcasts with noteworthy investment experts
The Sevens Report Quarterly Letter template includes:
- A macro “look back” at the most recent quarter, explaining the factors driving the market’s performance.
- Important performance data for major asset classes and indexes.
- A look ahead at the coming quarter with general analysis of risks and opportunities (no predictions).
- A well-written, and simplified letter, following the style of the Sevens Report.
Share directly with clients.
Free up more time.
Raise client confidence in you.
We created Sevens Report Quarterly Letter because it takes our strengths – writing, clear, straightforward analysis – and helps our subscribers. To facilitate compliance approval, we send all relevant documentation for numbers cited and analysis made in our quarterly letter. All you need to do is send the back-up document along with your quarterly letter on your letterhead to compliance.
In fact, we’re so confident that we can get your letter through compliance that we offer a money-back guarantee if compliance rejects your letter. This methodically researched, professional letter comes at no risk to you!
Begin your subscription to the Sevens Report Quarterly Letter right now. Get the clear, straightforward quarterly analysis that’s client-ready on the first business day of every quarter.
Effectively navigate an increasingly difficult and rapidly changing market landscape.
Start your risk-free, two-week
trials of Sevens Report today.
*No credit card required.