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Advisor TalkingPoints: As the country copes with the human impact of the coronavirus, the markets experience unprecedented volatility in reaction to the vast uncertainty. The strain to the economy is real, but the swift actions of the Fed and fiscal stimulus from the federal government may help soften the blow and set the stage for an eventual economic recovery.
As the coronavirus crisis unfolds and the markets respond to its contingent anxieties and realities, your clients need to hear from you more than ever. This toolkit can help you maintain an effective communication plan throughout this critical time.
This, our most-read article of the year, provides a snapshot of where we were at the very beginning of the pandemic—and a great example of how to guide clients in a crisis.
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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