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Tools for Advisors: Client-Facing Lessons From 2020

Both the world and markets have changed a lot since the outbreak of COVID-19 in 2020. 2020 threw the U.S. and the world for a loop, and advisors had to adjust not only to a rapidly shifting market but also to interacting with clients virtually to address all kinds of new priorities and needs. New [...] The post Tools for Advisors: Client-Facing Lessons From 2020 appeared first on ETF Trends .
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