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Experiments in Advisor Marketing

CHAPTER

Investing Thought Experiment Client Memo

Each week, a ashby creates these unique visuals that you can imbed in the emal blast as well. These memos are focused on behavior finance concepts and reinforcing long term investment nd financial planning principles. For example, one of the last client memos i sent out to my clients and prospects was about an investing thought experiment. In spite of major catastrophic events like two of the three worst stock market declines in history and a global pandemic, those who stayed the course would have turned a hundred thousand dollars into something like one point six million.

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