December 2023 White-Labeled Client Letter

Hello!

As a reminder, I am discontinuing the white-labeled client letter as of the year's end. This is the final white-labeled client letter. I suspect I will keep writing on this site, but I’m not sure what that will look like. I need to settle into some new routines first and have a bit of time and space to explore my coming year. I will be sharing how and why I came to this decision, as there’s a chance you may help other advisors think through their priorities, commitments, and ambitions.

I have had a lot of fun writing these letters, and I have deeply appreciated the connections I have made with subscribers, but other priorities have crept into my life -welcomely - and something has to be let go of - sadly.

There are several options to consider if you are looking for excellent outsourced writing. Here are a few:

• Money Visuals: A fantastic resource for advisors looking for high-quality, investment-focused content in the ‘stocks for the long run’ vein.

• Wendy Cook: For years, Wendy has been kicking out great white-labeled content for advisors. She is a phenomenal writer and does a great job of connecting investment concepts to advisor value. She is an especially good option for ‘evidence-based’ or DFA-style financial advisors.

• Humans Under Management: Andy Hart, the U.K.-based advisor who runs Humans Under Management, has encouraged me throughout my writing journey. The content at Humans Under Management is fabulous, and I hope you give it a look. In particular, they have lots of wonderfully thoughtful charts to help explain hard concepts to our clients.

  • Use Code ‘MORGAN’ for a 5% lifetime discount!

• Snappy Kraken: Snappy should maybe exist in a different category, but they consistently put out wonderful content for advisor use. I’ve read a lot of ‘generic’ blogs and letters, and Snappy is not that. Their writing and presentation are top-notch. It’s worth a look.