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newsletter. He was concerned that someday, somebody would have a question and he could give an answer contradicting what the newsletter said. So, Dave was seeking authenticity and a more genuine connection with people who would listen to his newsletter as his voice. Over the five years that we created newsletters for Lynne, I advised her several times that there was more to a client relationship than providing stock-picking advice and generating investment returns. She, as a woman in the investment business, considered it very important to come across as professional rather than personal. Her philosophy: Why show a caring side when you have edge? Lynne decided that the colours of her newsletter would be a dark blue and black. She considered the blue to be professional. The paper she would print her newsletter on was a standard white bond: a very normal, unnoticeable paper for any newsletter. The combination of black and blue on white paper led to a somewhat cold newsletter. When I told Lynne this, she replied that professionalism is a little bit cold; it wasn't her responsibility to be personal or luxurious with her clients, but rather to make sure that they get good returns. Lynne did actually follow my advice in a few issues. For example, she ran a little story about her son and a little story about her daughter. She also started a lending library of business books that she made available to her clients as announced in two or three issues. Then, she basically told me that she decided to can this attempt at including personal content, because it did not get the phone ringing or increase her income. Nobody was borrowing books from the lending library, except for two people who borrowed books that they never returned. Lynne regarded these as failures. So, she would continue focusing in her newsletter on stock-picking and providing investment returns. Dave, on the other hand, really took the advice to include some personal content. We ran stories about his family (which would be safe in the hands of people who were not his clients). We ran some stories that reflected DaveÆs personality. Also in photos of his client events, we let DaveÆs character show through. DaveÆs involvement in the newsletter (in supplying source material) made that really easy û so that we did not have to do any guesswork. We worked together with Dave in a collaborative way, as we did with Lynne. Lynne and Dave each had their character showing in story angles and in other ways because of

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