Sevens Report Quarterly Letter
Better Communication. Stronger Client Relationships.
More Time for Your Business and Family.
Were the last few weeks of 2024 a preview of what to expect from markets in 2025?
If so, it’s important to prepare clients for that potential shift.
Volatility spiked in mid-December thanks to
- The Fed being more hawkish than expected and
- A resurgence of political drama surrounding the new Trump administration, as the government (nearly) shut down and topics like making Canada the 51st state, buying Greenland and taking back the Panama Canal dominate the news cycle.
And investors have noticed.
The CNN Fear/Greed Index collapsed from nearly “Extreme Greed” at the start of December to “Extreme Fear” last week, following the market drop and political chaos.
So, despite a very strong year in the markets in 2024, investors are entering the new year more nervous and skeptical than we’d expect them to be.
And, in a way, it makes sense:
- We know we’re going to be confronted with political volatility and crazy headlines over the coming year and investors are nervous about trade wars, actual wars, deportations, government shutdowns, the debt and deficits.
- The Fed made a pretty dramatic hawkish turn in December and while it’s not likely, it’s possible the Fed could do an ‘about face” and stop rate cuts have to increase rates again. The last time we saw that type of rate volatility was in the 1970’s and that didn’t go well at all for markets!
- Stocks are coming off two incredible years of returns and it’s in investor’s nature to worry the good times can’t last.
Here’s the point:
It’s almost a guarantee that 2025 will be more volatile than 2024 and it could start very early (like the first few weeks of the year) as the new administration takes power and begins to implement its policies.
Don’t let your clients get blindsided by scary headlines that can cause them to make short term, knee-jerk decisions that jeopardize their long-term goals.
Sending a quarterly letter that 1) Highlights the great performance of in 2024 and 2) Addresses the obvious market risks around politics, the Fed, global politics and economic growth will ensure your clients aren’t blindsided and spooked by any sudden, superficial volatility as we start the new year. They’ll have confidence you have the right strategy to navigate this market because you’ll have alerted them to these risks and explained why they aren’t anything to worry about!
It’s almost a guarantee that 2025 will be more volatile than 2024 and it could start very early (like the first few weeks of the year) as the new administration takes power and begins to implement its policies.
Don’t let your clients get blindsided by scary headlines that can cause them to make short term, knee-jerk decisions that jeopardize their long-term goals.
Sending a quarterly letter that 1) Highlights the great performance of in 2024 and 2) Addresses the obvious market risks around politics, the Fed, global politics and economic growth will ensure your clients aren’t blindsided and spooked by any sudden, superficial volatility as we start the new year. They’ll have confidence you have the right strategy to navigate this market because you’ll have alerted them to these risks and explained why they aren’t anything to worry about!
And, we have a way for you to do that with virtually no work from you!
It’s called the Sevens Report Quarterly Letter.
Since 2018, at the start of every quarter, I write a quarterly letter that details, in plain English, what’s occurred in the markets over the last three months, covers different areas of performance and offers a look ahead to what will drive the markets in the coming quarter.
Hundreds of financial advisors from large, national firms to single-person RIAs use this as their own quarterly letter or as a template to craft a different version, but either way it saves them hours and hours of work and, at the same time, strengthens client relationships!
Bottom line, I know more client communication strengthens client relationships and the Sevens Report Quarterly Letter is a quick, easy, high-quality solution for advisors that lets them get all of the benefits of a compelling quarterly letter without doing (virtually) any of the work!
And, on the first trading day of the 1st quarter of 2025 (January 2nd) I’m going to deliver the Sevens Report Quarterly Letter to subscribers.
There’s a Big Difference Between Quality Client Communication and A Generic Form Letter from Someone They’ve Never Met.
I don’t think it’s a stretch to say that a unique, well written and researched quarterly letter sent to your clients from you, their advisor, is better than some generic, broad sweeping communication from a CIO they’ve never met before.
That’s communication, but it’s not quality communication.
So, the trick is to do that in a succinct, engaging, and well-written way that helps demonstrate your market knowledge – while both relishing the recent performance but mindfully preparing for when times might not be this good – and commitment to achieving your client's financial goals.
If you’re at a bigger firm you can send your clients a generic market outlook from your firm’s CEO or CIO but it’s the same letter every other client is receiving from all the advisors at the firm.
Or, if you’re at a smaller firm, you can write your own quarterly letter. But writing a quarterly letter is both time-consuming and difficult. On average, the advisors we spoke to said they spent between six and 10 hours researching, writing, editing, and proofing their quarterly letters. If you’re as busy as most of the advisors I know, that’s way too much time and stress to devote to a quarterly letter.
That’s why many advisors don’t seize this opportunity to effectively communicate with their clients and show that they are on top of markets and monitoring risks to portfolios.
At Sevens Report Research, we have a solution to these problems…
The Sevens Report Quarterly Letter includes:
- A complete, edited and finished client letter, delivered in a Word document so it can easily be edited.
- A comprehensive, backup documentation sheet to send to your compliance department, along with your letter, that cites statements on an as-needed basis and verifies all return data.
- Instructions on how we think you should submit the letter to increase compliance approval chances.
More than 95% of our quarterly letters are approved by various firms’ compliance departments.
But for extra peace of mind, we offer a full refund if compliance rejects the letter for any reason whatsoever!
You literally have nothing to lose.
The Sevens Report Quarterly Letter was created to help advisors strengthen client relationships and increase quality communication all with no effort from them and with minimal expense and that’s exactly what we’ve done for the last five years.
And our quarterly letters have passed compliance at the biggest firms on Wall Street, including Merrill Lynch, Morgan Stanley, UBS, and more!
But don’t just take my word for it…
Here is what just a small handful of Sevens Report Quarterly Letter subscribers have said:
Now is the time to ensure you have a unique quarterly letter that shows you're focused on helping your clients navigate the current market environment and strengthening the advisor/client relationship.
* A subscription is just $250 per quarter. Or $915 annually (savings of $85).
Sevens Report Quarterly Letter: A Solution for Today’s Financial Advisor
We write quarterly letters in the voice of an advisor, directed towards clients (and prospects), that our subscribers can edit (if they choose to) and send along as their own.
That means you can:
And, since we send YOU the content, it can be approved by compliance because it is coming from YOU.
On January 2nd, we will email our Sevens Report Quarterly Letter for Q4 2024 to our paid subscribers so they can have their letter sent (or ready to be sent) within the first few trading days of Q1.
The Sevens Report Quarterly Letter contains:
That means you can:
- Use it “as is.” Meaning, put it on your letterhead, sign it, get the approval, and ship it right out the door.
- Edit it as you see fit, using the content in conjunction with your own takes.
- Send it to anyone you like: clients, prospects, family, and friends.
And, since we send YOU the content, it can be approved by compliance because it is coming from YOU.
On January 2nd, we will email our Sevens Report Quarterly Letter for Q4 2024 to our paid subscribers so they can have their letter sent (or ready to be sent) within the first few trading days of Q1.
The Sevens Report Quarterly Letter contains:
✓ A macro “look-back” at the most recent quarter that explained what factors drove the markets.
✓ Performance data for major asset classes and various indexes.
✓ A “look-ahead” for the next quarter (and the rest of the year), including a general analysis of risks and opportunities (but, no predictions).
✓ And just like the Sevens Report, it’s well-written, simplified, and concise.
Look, I know some of you are not planning on writing a quarterly letter at all.
If you’re in this camp, I’m worried you’re making a colossal mistake. As I showed you earlier, via a recent advisor-client survey, you’re potentially leaving yourself exposed to losing clients to advisors who communicate more effectively!
The rest of you are probably doing it, but begrudgingly.
It could take a day, a few days, or even a week or more to fine-tune and write this type of commentary.
Plus, you may be circulating it around the office for input and re-working it further after that. Your compliance officer or department will probably want to inspect it, too.
To top it off, you might still be unsure if it’s any good, contains the right mix of coverage, and if your clients will even understand what you’ve written!
I think we can all agree: No one likes this process. And that’s why we provide:
It could take a day, a few days, or even a week or more to fine-tune and write this type of commentary.
Plus, you may be circulating it around the office for input and re-working it further after that. Your compliance officer or department will probably want to inspect it, too.
To top it off, you might still be unsure if it’s any good, contains the right mix of coverage, and if your clients will even understand what you’ve written!
I think we can all agree: No one likes this process. And that’s why we provide:
- A high-quality letter. With strengthening the client relationship as the main goal, our Sevens Report Quarterly Letter is written in a clear, crisp, and plain-English format (similar to how we write Sevens Report, Sevens Report Alpha, and Sevens Report Technicals).
- A timely letter. Our quarterly letter is always delivered to paid subscribers on the first trading day of the new quarter.
- A separate compliance backup document that provides the necessary documentation for any subjective claims, as well as any numbers or statistics referenced in the letter.
- A turnkey solution. You can literally put your firm name, address, logo, and your signature on it, convert it to a PDF, and let it fly. Naturally, if you want to make any edits to it, feel free. That’s perfectly okay.
This product has been a tremendous success, as it’s helping advisors: 1) Improve Client Communication, 2) Save Time, and 3) Reduce Stress.
Now is the time to ensure you have a unique quarterly letter that shows you're focused on helping your clients navigate the current market environment and strengthening the advisor/client relationship.
Now is the time to ensure you have a unique quarterly letter that shows you're focused on helping your clients navigate the current market environment and strengthening the advisor/client relationship.
Alternatively, you can purchase directly by simply clicking the button below:
I look forward to welcoming you aboard and sharing our valuable quarterly letter(s) with you soon.
Best,
Tom Essaye
Founder, President & Editor
Sevens Report Research
Tom Essaye
Founder, President & Editor
Sevens Report Research