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016 Coronavirus and your client
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.
17 bölüm
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.
17 bölüm
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