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March 2020

  1. Advice for Financial Advisors from an Investor during Challenging Times

           The COVID-19 pandemic has everyone wondering how best to proceed. As an investor and business owner serving the financial industry, here are some thoughts to consider. Keep Open Contact — Schedules and priorities have changed over the last few weeks. Share your updated office hours, contact information and scheduling changes. Availability, even if only by phone, is essential. Be proactive, not reactive.  Reassure with...

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