Business & Strategy · A quarterly letter clients pass on, with its webinar invitation, a twelve slide deck and three posts
Pinnacle Peak Quarterly Letter Kit
What they asked for
“Hey Laura, make a quarterly letter our clients actually pass on.”
What came back
A quarterly letter, a webinar deck, the invitation, three posts.
Read the full request
Hey Laura, I run a registered investment advisory firm in Scottsdale with 300 client families. Our clients love us but never refer us, and our quarterly letter is a page of market jargon nobody forwards.
Make our quarterly letter something people actually share: a short, plain-English read on what happened this quarter and what it means for a family's plans, one chart that makes the point, a client story (invented) showing how planning helped, and a gentle line inviting them to pass it on. Also make the matching webinar invitation, a twelve slide deck for the webinar, and three LinkedIn posts. No performance figures, no promises of returns, nothing that reads as personal advice.
This is a sample for our page: make up an illustrative firm, people and numbers, keep every real place real, and label it clearly as sample work.
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