Q4 Started Last Week. Have Your Clients Heard From You Yet?

The fourth quarter is underway.

Your clients have already spent the past several days hearing about the Fed, inflation, interest rates, oil, geopolitics, AI and the markets.

If you have not sent your quarterly communication yet, you are not too late.

But now is the time to do it.

The new Sevens Report Quarterly Letter is finished and available right now.

We already researched the quarter. We figured out what mattered. We put it into perspective. And we wrote the client-ready letter for you.

You can have the fully editable Microsoft Word document in your inbox today.

Customize it. Make it yours. Send it through compliance. Get it to your clients.


GET THE QUARTERLY LETTER AND SEND IT TODAY

$250 for the quarter or $915 for the year.
Pass Compliance or Your Money Back.

You're Not Late. But Don't Wait Much Longer.

There is a natural window for a quarterly client communication.

The quarter ends. Clients see the headlines. They receive their statements. They start thinking about what happened, what it means and what comes next.

That is when hearing from their advisor makes sense.

We're still in that window.

But a Q3 letter sent in early October feels proactive and timely.

The same letter sent weeks from now?

Not so much.

So if sending a quarterly communication has been sitting somewhere on your to-do list, this is the week to get it done.

And fortunately, you do not need to start writing it.

We already did that.



Your Clients Have Plenty of Questions Right Now.

Think about what your clients have watched unfold…

The Fed has resumed raising interest rates.

Treasury yields have pushed toward 5%.

Oil trading above $100.

Inflation remains a concern.

Geopolitical uncertainty remains elevated.

AI spending continues to drive enormous investment and questions about valuations.

And through all of it, markets have remained remarkably resilient.


And your clients might be asking the same questions you are…


"Why is the Fed raising rates again?"

"Is inflation coming back?"

"What does $100 oil mean for the economy?"

"Are 5% Treasury yields a warning sign?"

"Is AI still driving the market, and is that sustainable?"

"Should we be doing something?"

They need perspective.

They need someone to explain what matters, what doesn't and how all of this fits into the bigger picture.

That should be you…

This Is Part of the Job Clients Truly Value.

You manage portfolios. You build financial plans. You help clients make decisions.

But there is another important part of the relationship:

Helping clients understand what is happening around them.

The numbers make that pretty clear.

89%

More Likely to Recommend

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%

More Likely to Stay

said better communication would influence their decision to continue working with 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.

87%

Self-Managing Some Assets

reported personally managing at least some investments outside their advisor.

One quarterly letter cannot guarantee retention, referrals or additional assets.

But consistent, substantive communication keeps your expertise visible.

It reminds clients that you are paying attention.

It gives them a reason to hear your perspective instead of relying on CNBC, social media or whatever alarming headline appeared on their phone that morning.

And it creates another natural touchpoint in the relationship.


$250 for the quarter or $915 for the year.
Pass Compliance or Your Money Back.

We Already Did the Hard Part.

This is the part that should make the decision pretty easy.

You could write the letter yourself.

But think about what that actually requires…

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Go back through three months of markets.

2

Review stocks, bonds, commodities and the economy.

3

Dig through the Fed, inflation, interest rates, AI, oil and geopolitics.

4

Figure out which developments actually mattered.

5

Decide what clients need to understand.

6

Organize it.

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Write it.

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Rewrite it.

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Edit it.

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Make it understandable to someone who does not spend every day following financial markets.

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Format it.

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Document it for compliance.

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Then make whatever revisions compliance requests.


That's a lot of work. But we've already done it for you!

The Q3 Quarterly Letter is finished.

You are not buying an idea for a client communication.

You are buying the completed starting point.


"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

$250 for the quarter or $915 for the year.
Pass Compliance or Your Money Back

Open the Document. Make It Yours. Send It.

The Quarterly Letter comes as a fully editable Microsoft Word document.

Nothing is locked down.

Add your logo and signature. Change our wording or add your own perspective. Delete a section, insert something specific to your clients, or rewrite the conclusion entirely. Or keep most of it exactly as written.

The letter is intentionally designed to make customization easy. We do the research, organization and writing. You add the part only you can add: your voice, your firm and your knowledge of your clients. Then send it through your normal compliance process.

"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 Your Clients Receive.

This is not a canned one-page recap filled with index returns and vague comments about "uncertainty."

It is a substantive, plain-English quarterly market letter written for clients.


It explains what happened during Q3.

Why it happened.

What mattered.

What clients should keep in perspective.

And the major risks and opportunities we are watching as Q4 gets underway.



Your clients get thoughtful perspective.

You get to skip the blank page.

And Yes, It's Only $250.

There is no complicated calculation here.

The Quarterly Letter costs $250 for the quarter.

  • We've already done the research.
  • We've already gone through the quarter.
  • We've already figured out what matters.
  • We've already organized it.
  • We've already written the letter.

You get the editable Word document and make whatever changes you want.

Compare $250 with several hours of your time spent researching, writing, editing and formatting a client letter from scratch.

More importantly, compare it with simply not sending anything at all.

Because that is what tends to happen when something important keeps getting pushed down the to-do list.

"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

$250 for the quarter or $915 for the year.
Pass Compliance or Your Money Back.

Pass Compliance or Your Money Back.

We know the letter is only useful if you can actually send it.

That's why the Quarterly Letter includes supporting documentation for cited figures and analysis to facilitate your firm's review process.

And we stand behind it.

Q4 Is Already Underway.

  • Your clients are hearing about the Fed.
  • They're hearing about inflation.
  • They're hearing about $100 oil, 5% Treasury yields, war, AI, tariffs and market valuations.
  • They're hearing predictions from television.
  • They're reading opinions online.
  • They're getting information from everywhere.

Make sure they hear from you, too.

You are not too late to send a thoughtful Q3 communication.

But this is the time to do it.

  • The research is done.
  • The writing is done.
  • The letter is ready.

Get it. Make it yours. Send it to your clients.

Then cross it off your list.


$250 for the quarter or $915 for the year.
Pass Compliance or Your Money Back.


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