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Coronavirus: What clients and advisors need to know

  • March 2, 2020

Advisers should seek to help clients deal with the effects of the coronavirus outbreak on a financial and personal level. Consider discussing the market downturn with clients to see if adjustments need to be made and encourage them to take preventative measures to keep themselves healthy. PFP Section members can use this Broadridge Advisor alert to proactively reach out to clients about the coronavirus and its impact on the global economy. Continue Reading