Joe DeLisi, Foxhole Partner

016 Coronavirus and your client


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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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Joe DeLisi, Foxhole PartnerBy Joe DeLisi

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