Q3 started this week, and somewhere on your list is the quarterly client letter.
On Tuesday I showed you why the standard version of that letter goes unread. It recaps a market your clients already heard about on the news, and it says nothing about the only question they actually have. What does this mean for me?
Today you get the tool that writes the other kind.
The Quarterly Letter Generator is the newest Amplify for Advisors Skill, and it’s included in your paid subscription like all the others.
Here’s how it works.
Instead of asking you to summarize the quarter, it interviews you about your clients. What came up in your meetings these past three months, what people were worried about, what you found yourself explaining more than once. You talk about your clients the way you’d talk about them to a colleague, and the Skill turns that into the letter.
It starts with subject lines, because a letter nobody opens helps nobody. You’ll pick from several options built for your client base before a word of the letter exists.
Then it writes the full letter in your voice. Not a market commentary with your signature on it. A letter about what the quarter meant for their money, their plan, and their worries, and it never has to quote a single index return to do it.
And if your clients aren’t all in the same place, it can tailor paragraphs by segment. Your near-retirement families read something different than your clients who are still building, because those two groups spent the quarter worrying about different things.
The part I’m most proud of.
This Skill already knows you. It reads your voice template automatically, along with anything your other Amplify for Advisors Skills have learned about your niche, your client mix, and how you like to handle compliance language. You set those things up once and every Skill after that just uses them. No re-entering, no re-explaining.
That’s the architecture every Amplify for Advisors Skill is being built on from here forward, and this one is the first to show it off fully.
On compliance.
The letter comes out educational, in your natural qualifying language, with no performance promises anywhere. Your review and your firm’s process still apply before anything goes to clients, same as always. The Skill just hands you a draft that already sounds like your careful self, which makes that review quick.
The complete Skill and setup instructions are below the break. If you’re a free subscriber, this is what the paid side of Amplify for Advisors looks like. Every Skill I ship is included in the $20/month subscription, along with every framework in every issue. Upgrade to paid to get this one (and the others) today.