Write The One-Page Recommendation With BLUF
Use BLUF to write a wealth recommendation that busy clients can act on.
stepper The adviser needs a one-page recommendation that states the bottom line first, then gives the minimum support needed to approve or challenge it. BLUF works because the reader sees the decision, the reason, and the requested action before the supporting detail. The common shortcut is to build suspense: background, analysis, caveats, then recommendation. That is comfortable for the writer and costly for the reader. Step 1 Lead with the recommendation: move $350,000 from excess cash into the agreed taxable allocation over three monthly tranches. The client should know the decision in the first sentence. Step 2 Add the so-what:…
Sign up free — one personalized lesson every day, matched to your role and goals.
Already have an account? Sign in