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016 Coronavirus and your client
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Manage episode 256210043 series 1936437
Joe has 22 years in business. He has seen a lot. “Y2K”, 9/11, the 2008 financial crisis and Great Recession, Brexit and now the 2020 Covid-19 Coronavirus. Here are his notes of YOU the financial advisor SHOULD and SHOULD NOT do at this moment in time. A frank discussion of what he is seeing and the mistakes advisors may be making right now.
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Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 26, 2024 19:24 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 256210043 series 1936437
Joe has 22 years in business. He has seen a lot. “Y2K”, 9/11, the 2008 financial crisis and Great Recession, Brexit and now the 2020 Covid-19 Coronavirus. Here are his notes of YOU the financial advisor SHOULD and SHOULD NOT do at this moment in time. A frank discussion of what he is seeing and the mistakes advisors may be making right now.
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