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Give clients an objective, fact-based perspective on the coronavirus and its impact on the markets with this customizable letter template. Then offer guidance on getting started with investing to those who have people in their lives they’d like to help.
Whether you use your remote office soon to avoid coronavirus or it comes into play during another emergency, here are the core practices you will need to collaborate with your team and service your clients while keeping everyone safe.
Advisor TalkingPoints: Prepare for client interactions with this special edition of our monthly review focusing on the coronavirus, the market reaction, and an outline to guide you in communicating with clients about the evolving situation.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025