016 Coronavirus and your client
/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.