The Flexible Advisor

Ep2 : Special COVID-19 Update


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In this special episode, we let you know how we are responding to the COVID-19 situation and how advisors might consider supporting their staff and clients during this difficult time. As we continue to social distance in the coming weeks technology outages within your firm will become apparent. This is the time to begin building …

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The Flexible AdvisorBy Laura Gregg and David Partain