Q4 Is Here. I Already Wrote Your Client Letter for You.
Don't Let Your Client Letter Become Another Project.


The third quarter is over.

Your clients expect to hear from you about what happened, what it means and what they should be thinking about as we start Q4.

I already did the research and wrote the letter for you.

The new Sevens Report Quarterly Letter can be in your inbox today at 1:00 p.m. ET as a professionally written, fully editable Microsoft Word document.

Customize it. Make it yours. Send it to clients.

Then cross it off your list.

You Have Enough to Do Already.


I work with financial advisors every day. I know how much is already on your plate.

You're already managing portfolios, talking to clients, prospecting, dealing with compliance, running a business and answering emails and phone calls all day.

And now a new quarter starts and you're supposed to find the time to research everything that happened over the past three months, figure out what actually matters, write 2,000+ words about it, edit it, format it and get it through compliance?

I get it. You're busy. You're tired. And this is probably not the best use of your time.

And frankly, this isn't a half-day project.

I spend a ton of time on these letters—and writing about markets is literally what I do for a living! Every morning, you get my research on markets, the economy, the Fed, geopolitics and everything else affecting investor portfolios. I do this every single day.

And putting together a really good quarterly letter is still a lot of work.

The thing is, the letter still needs to get done. Your clients expect to hear from you.

So I did it for you.

I Already Did the Work.


And I don't mean I threw together a generic market recap.

I do a boatload of research for these letters.

I go back through the quarter. I research what happened across stocks, bonds, commodities and the economy. I dig into the Fed, inflation, interest rates, AI, oil, geopolitics and the other major issues that shaped the past three months.

Then comes the harder part:

Figuring out what actually matters.

Your clients don't need every statistic, every market move or every headline from the past 90 days.

They need the important stuff distilled down, put into perspective and explained in plain English.

That's what I spend my time doing.

Today at 1:00 p.m. ET, I'll send my Quarterly Letter subscribers the finished Word document.

You take it from there.

Change a paragraph. Add your logo. Insert your own commentary. Rewrite the conclusion. Delete a section. Add a personal message.

It's your client communication.

I've just given you a really good piece to work with instead of a blank page.

"Hello! I have been a subscriber for a year and a half I think and have found your daily emails and quarterly emails extremely useful and timesaving."
— Ulrike D., Ascent Financial Advisors


GET THE Q3 LETTER AT 1 P.M. ET TODAY

Pass Compliance or Your Money Back.

This Isn't Earth-Shattering Stuff.
It Just Needs to Get Done.

That's really the point.


Your clients don't need a 40-page research report from you every quarter.

They need to know you're paying attention.

They need you to explain what happened.

They need some perspective on what it means.

And they need to know what you're watching as we move forward.

This quarter certainly gave them plenty to ask about:

  • Why is the Fed raising rates again?
  • Is inflation becoming a problem again?
  • What do higher rates mean for stocks and bonds?
  • What does $100 oil mean for the economy?
  • Is AI still driving this market—and is that sustainable?
  • What should we be watching in Q4?


You know these conversations matter.

But that doesn't mean you need to spend your nights or your weekend researching and writing the thing yourself.

Your Clients Really Do Want to Hear From You.

The numbers here are pretty hard to ignore.


89%

More Communication

of surveyed clients with more than $500,000 managed by an advisor said more frequent and/or personalized communication would influence their likelihood of recommending their advisor.

88%

Retention Impact

said it would influence their decision to continue working with their advisor.

87%

Outside Investments

of surveyed clients with more than $500,000 under advisory management reported personally managing at least some investments outside their advisor.

98%

Want Your Perspective

of surveyed clients with more than $500,000 under advisory management expressed interest in receiving their advisor's perspectives on the market and economy.


So yes, the communication matters.

But you don't need to do all the work that goes into creating it from scratch.

I've already done that part for you!

I Do the Research and Writing.
You Make It Yours.

This is pretty simple…

1

Get the Quarterly Letter.

It's $250 for the quarter.

2

At 1:00 p.m. ET Today, It's in Your Inbox.

You get the finished, professionally researched and written Microsoft Word document.

3

Make It Yours.

Add your branding. Change the language. Add your perspective. Delete anything you don't want.

4

Get It Through Compliance.

And remember: Pass Compliance or Your Money Back.

5

Send It.

That's it.


You communicated with your clients at the beginning of the quarter without spending nights researching, writing and editing a quarterly market letter.

"Tom, Thank you. I wanted to let you know that I received the email. Great stuff, as usual – I very much appreciate the thought and effort you put into the quarterly letters."
— Andrew B., Burdick Wealth Management


Writing About Markets Is What I Do Every Day.
This Is Still A Lot of Work.

I think this is important to understand.

You absolutely can write this yourself. But why would you?

I've been writing about markets professionally for years. I research them every day. I already know where to look, what I'm looking for and how to explain complicated topics in plain English.

And these letters still take me a lot of time…

  • Research everything that happened across stocks, bonds, commodities and the economy.
  • Dig into the Fed, inflation, interest rates, geopolitics and AI.
  • Decide what actually matters.
  • Figure out what doesn't.
  • Organize it all into a coherent narrative.
  • Write a first draft.
  • Rewrite it.
  • Edit it again.
  • Make sure a normal investor can actually understand it.
  • Format it properly.

That's a lot of work for someone who does this for a living…

So if you're already stretched thin running an advisory practice, why add all of that to your plate?

Outsource it.

Let me do what I do every day so you can spend your time doing what you do every day.


Pass Compliance or Your Money Back.

And It's $250.

That's the other part of this that's pretty simple.

The Quarterly Letter costs $250.

For that, I've already done the research.

I've already gone through the quarter.

I've already figured out what matters.

I've already written the letter.

At 1:00 p.m. ET today, I'll send Quarterly Letter clients the Word document.

You make whatever changes you want and send it to your clients.

In the grand scheme of running an advisory business, $250 is a very small expense to get this entire project off your plate.

Your time is worth more than that.

And frankly, so is your weekend.

"Sevens Report, thank you for providing the 2nd Quarter letter; I was able to send it out to clients, and was well received."
— Jay K., Everence

This Is What You're Getting Today.

This isn't a canned one-page market recap.

It's a substantive quarterly letter written for your clients… not for economists, traders or portfolio managers.

It explains what happened during Q3, puts the major events into perspective and lays out what matters as we enter Q4.

And it's delivered as a Microsoft Word document.

Nothing is locked down.

Change whatever you want.

I did the hard part. You make it yours.

Pass Compliance or Your Money Back….

I know compliance matters.

So if your compliance department won't approve the Quarterly Letter, we'll refund your purchase.

Pretty simple.

Take This One Off Your Plate.

Q4 is here.

Your clients expect to hear from you.

And you've got enough other things to worry about.

I've done the research. I've distilled it down to what matters. I've written the letter.

At 1:00 p.m. ET today, it can be sitting in your inbox.

The cost is $250.


1

Customize it…

2

Send it through compliance…

3

Get it out to your clients…

4

Cross it off the list.


And focus on other more important tasks.

$250/quarter or $915/year.

Pass Compliance or Your Money Back.




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