No Fooling: FREE Timely Content and a Discounted Library Membership 🌺🐝🌻

Photo by Bich Tran (Canva)

Happy April Fools’ Day, such as it is. If there’s one thing the coronavirus has laid bare, it’s that we truly are all in this together. So, to help you stay in touch with your clients during these challenging times, I am giving away two no-fooling gifts to advisors like you:

(1) FREE Client-Ready Content: A CARES Act Overview

My newly published piece, “A CARES Act Overview,” is now available as a FREE download from the Content-Sharing Library. Share this 1,450-word report with clients or (slightly modified) with prospects to provide an approachable but relatively substantive summary of critical content within the Act.

Click here to download it. 

(2) Join the Content-Sharing Library at a Discount

If you find this free content useful and would like plenty more where it came from, you can subscribe to the Content-Sharing Library to access everything else there, plus everything I’ll be adding soon. Use the discount code NOFOOLING to subscribe between now and April 6, and you’ll receive a 10% discount off your annual membership — or $295 instead of $325.

Click here to view the Library collection.

To complete our circle of support, I’d be grateful if you share this announcement with other advisors or advisor forums who might benefit from the information. You’ll be doing them — and me — a lovely favor.

Be well.

Wendy

Get Ready: I’ve Got a Surprise in Store for You 🎁🎈

Let’s get right to it: Unless all heck breaks loose between now and January 5th, I’ll soon be celebrating the 10-year anniversary of the day I filed my articles of organization for Wendy J. Cook Communications, LLC. Wahoo!

For now, I just wanted to let you know to be on the look-out for a January 4th announcement about a very special gift. Because friends don’t let friends party alone.

In the meantime, I wish you and yours the warmest, most wonderful holiday season. To swipe a quote from a holiday greeting I received from People Science, “May your workload lighten, your in-store crowds be showered and your traffic jams be merry and bright.”

In fact, let’s start the giving early. In case you missed it, Cliff Asness of AQR Capital Management just sent out his own announcement, commemorating AQR’s 20-year anniversary by giving away a nifty book: 20 for Twenty: Selected Papers from AQR Capital Management. The book includes one of my all-time favorite reads, “My Top 10 Peeves,” which includes one of my all-time favorite quotes (still every bit as relevant today): “Every time someone says, ‘There is a lot of cash on the sidelines,’ a tiny part of my soul dies. There are no sidelines.”

Looking forward to staying in the fray with you, in 2019 and beyond!

PS: Here’s a hint about your upcoming gift. It involves a friend and colleague who’s been hanging out in New Zealand lately. You’ll find out more on Jan. 4 … especially if you sign up to receive my announcements directly to your inbox. 😉