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COVID-19

Covid-19 Client Toolkit

Think beyond your clients to other connections in your life—from friends and family, to the centers of influence, to the prospects you’ve yet to work with.

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We’re in uncharted territory, and Americans—no matter which firm their financial professional is with—need reason to remain calm and retain hope. Reassuring your entire network around COVID-19 and ongoing market volatility is a daunting task, but it’s a prime opportunity to demonstrate the irreplaceable value you provide.

Think beyond your clients to other connections in your life—from friends and family, to the centers of influence, to the prospects you’ve yet to work with.

Download this free toolkit for tips and templates on how to connect with these different groups at a time when they may need you most.