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pleased with their investment returns. Lynne accordingly put emphasis on her stock-picking acumen when she presented herself to the world. ItÆs a common principle in marketing to focus on what youÆre best at, or what makes you unique. Lynne regarded this as the stock-picking performance that her clients enjoyed. So, she made that her sales proposition. Dave differed. He came to us a couple years after Lynne did. Dave was more modest. He seldom made performance claims. In terms of what was important to Lynne, Dave did speak of getting good returns for his investors. Yet, he didn't take a lot of personal pride in his ability to generate competitive returns for people. More importantly, he gave people confidence that he would make sure their money was well cared for, then delivered on that. Lynne was a higher-profile investment advisor. One of the reasons why she came to us û actually, the main reason why Lynne came to us û was that she basically rejected the corporate newsletter. Lynne did not want a head-office newsletter that would include stock-picking advice, with her name and photo pasted onto it. Stock picking she regarded as her own specialty. It was important to Lynne that she had her own claims to make. She had a reputation to maintain and build upon. It was important to her that her newsletter was authentically her own. Her ideas were expressed through her newsletter by us, with some value-add from us. We did newsletters for Lynne for about five years û that is, before she retired. Dave started dealing with us because he was buying whatÆs sometimes called the ôoff-the-shelfö newsletter or ôcannedö newsletter from a newsletter service. Not from his head office. His firm didnÆt have a head-office newsletter that he would even consider, though his head office did encourage advisors to use newsletters. So, Dave subscribed to a newsletter service, where his name, photo, and phone number were pasted in with pre-written, pre-approved content and his firmÆs logo and disclaimer. He even had some choice as to which articles would go into those newsletters. The service gave him a small menu each, so that he could choose what articles he wanted in his newsletter û each time, if he wanted. In any case, even though Dave regarded the off-the-shelf service as better than a corporate newsletter, he came to us because, frankly, he felt embarrassed sending a newsletter where the content was not from him. He felt uncomfortable that there was a lack of authenticity in that
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