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Put in perspective the pandemic-fueled volatility we’ve seen over the last several weeks with this month’s customizable client letter. Also warn clients about scammers preying on coronavirus fears and offer guidance on how they should spend their stimulus checks.

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Now is the time to offer a more casual webinar, one that makes clients feel connected and offers focused information. With a virtual “coffee chat,” you can reassure them, help them gain a clearer perspective on the outbreak and economy, and most of all, connect in a human way during this stressful time.